West Oak Capital’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175 | Sell |
735
-4,145
| -85% | -$987 | 0.01% | 221 |
|
|
2025
Q1 | $939 | Hold |
4,880
| – | – | 0.04% | 145 |
|
|
2024
Q4 | $990K | Sell |
4,880
-2,400
| -33% | -$487K | 0.04% | 145 |
|
|
2024
Q3 | $1.47K | Sell |
7,280
-40,635
| -85% | -$8.19K | 0.03% | 129 |
|
|
2024
Q2 | $1.07M | Sell |
47,915
-1,465
| -3% | -$32.7K | 0.43% | 60 |
|
|
2024
Q1 | $1.39M | Buy |
49,380
+735
| +2% | +$20.7K | 0.59% | 55 |
|
|
2023
Q4 | $1.38M | Sell |
48,645
-8,295
| -15% | -$236K | 0.65% | 52 |
|
|
2023
Q3 | $1.4M | Buy |
56,940
+275
| +0.5% | +$6.76K | 0.7% | 51 |
|
|
2023
Q2 | $1.51M | Sell |
56,665
-2,400
| -4% | -$64.1K | 0.74% | 48 |
|
|
2023
Q1 | $1.59M | Buy |
59,065
+4,775
| +9% | +$129K | 0.81% | 48 |
|
|
2022
Q4 | $1.43M | Sell |
54,290
-9,445
| -15% | -$249K | 0.75% | 50 |
|
|
2022
Q3 | $1.37M | Buy |
63,735
+30,565
| +92% | +$658K | 0.74% | 52 |
|
|
2022
Q2 | $773K | Buy |
33,170
+12,020
| +57% | +$280K | 0.41% | 68 |
|
|
2022
Q1 | $591K | Buy |
21,150
+17,690
| +511% | +$494K | 0.27% | 77 |
|
|
2021
Q4 | $116K | Buy |
3,460
+485
| +16% | +$16.3K | 0.04% | 152 |
|
|
2021
Q3 | $88K | Buy |
2,975
+1,160
| +64% | +$34.3K | 0.03% | 162 |
|
|
2021
Q2 | $58K | Buy |
1,815
+1,300
| +252% | +$41.5K | 0.02% | 179 |
|
|
2021
Q1 | $15K | Buy |
+515
| New | +$15K | 0.01% | 247 |
|