Whitener 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
Q2 | $438K | Sell |
18,370
-2,875
| -14% | -$68.6K | 0.12% | 118 |
|
|
2025
Q1 | $409K | Buy |
21,245
+688
| +3% | +$13.2K | 0.12% | 118 |
|
|
2024
Q4 | $417K | Sell |
20,557
-3,310
| -14% | -$67.2K | 0.12% | 112 |
|
|
2024
Q3 | $481K | Buy |
23,867
+1,718
| +8% | +$34.6K | 0.14% | 104 |
|
|
2024
Q2 | $495K | Buy |
22,149
+820
| +4% | +$18.3K | 0.15% | 99 |
|
|
2024
Q1 | $600K | Sell |
21,329
-105
| -0.5% | -$2.95K | 0.2% | 91 |
|
|
2023
Q4 | $639K | Buy |
21,434
+1,460
| +7% | +$43.5K | 0.23% | 80 |
|
|
2023
Q3 | $491K | Buy |
19,974
+460
| +2% | +$11.3K | 0.2% | 86 |
|
|
2023
Q2 | $521K | Buy |
19,514
+1,630
| +9% | +$43.5K | 0.2% | 88 |
|
|
2023
Q1 | $482K | Buy |
17,884
+460
| +3% | +$12.4K | 0.2% | 87 |
|
|
2022
Q4 | $460K | Buy |
17,424
+2,420
| +16% | +$63.8K | 0.2% | 85 |
|
|
2022
Q3 | $322K | Buy |
15,004
+1,640
| +12% | +$35.2K | 0.15% | 100 |
|
|
2022
Q2 | $311K | Buy |
13,364
+4,755
| +55% | +$111K | 0.14% | 102 |
|
|
2022
Q1 | $240K | Buy |
+8,609
| New | +$240K | 0.09% | 129 |
|
|
2019
Q4 | – | Sell |
-650
| Closed | -$18K | – | 164 |
|
|
2019
Q3 | $18K | Buy |
+650
| New | +$18K | 0.01% | 304 |
|