Tradewinds Capital Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52
| Closed | -$1.06K | – | 670 |
|
|
2024
Q4 | $1.06K | Buy |
+52
| New | +$1.06K | ﹤0.01% | 544 |
|
|
2020
Q1 | – | Sell |
-1,935
| Closed | -$50K | – | 651 |
|
|
2019
Q4 | $50K | Hold |
1,935
| – | – | 0.02% | 198 |
|
|
2019
Q3 | $56K | Hold |
1,935
| – | – | 0.02% | 167 |
|
|
2019
Q2 | $67K | Hold |
1,935
| – | – | 0.03% | 149 |
|
|
2019
Q1 | $64K | Hold |
1,935
| – | – | 0.02% | 175 |
|
|
2018
Q4 | $57K | Hold |
1,935
| – | – | 0.03% | 173 |
|
|
2018
Q3 | $59K | Hold |
1,935
| – | – | 0.02% | 193 |
|
|
2018
Q2 | $62K | Hold |
1,935
| – | – | 0.03% | 189 |
|
|
2018
Q1 | $67K | Hold |
1,935
| – | – | 0.03% | 176 |
|
|
2017
Q4 | $84K | Hold |
1,935
| – | – | 0.04% | 160 |
|
|
2017
Q3 | $86K | Hold |
1,935
| – | – | 0.04% | 161 |
|
|
2017
Q2 | $87K | Sell |
1,935
-125
| -6% | -$5.62K | 0.05% | 158 |
|
|
2017
Q1 | $87K | Sell |
2,060
-733
| -26% | -$31K | 0.05% | 148 |
|
|
2016
Q4 | $111K | Hold |
2,793
| – | – | 0.07% | 128 |
|
|
2016
Q3 | $99K | Hold |
2,793
| – | – | 0.07% | 139 |
|
|
2016
Q2 | $93K | Hold |
2,793
| – | – | 0.07% | 138 |
|
|
2016
Q1 | $109K | Hold |
2,793
| – | – | 0.07% | 142 |
|
|
2015
Q4 | $103K | Hold |
2,793
| – | – | 0.07% | 145 |
|
|
2015
Q3 | $104K | Hold |
2,793
| – | – | 0.08% | 138 |
|
|
2015
Q2 | $137K | Hold |
2,793
| – | – | 0.1% | 126 |
|
|
2015
Q1 | $143K | Hold |
2,793
| – | – | 0.11% | 126 |
|
|
2014
Q4 | $155K | Sell |
2,793
-210
| -7% | -$11.7K | 0.11% | 123 |
|
|
2014
Q3 | $164K | Hold |
3,003
| – | – | 0.12% | 115 |
|
|
2014
Q2 | $174K | Hold |
3,003
| – | – | 0.13% | 114 |
|
|
2014
Q1 | $163K | Hold |
3,003
| – | – | 0.13% | 118 |
|
|
2013
Q4 | $173K | Buy |
+3,003
| New | +$173K | 0.14% | 116 |
|