Wolverine Trading’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 | $451K | Sell |
18,919
-32,565
| -63% | -$776K | ﹤0.01% | 680 |
|
2025
Q1 | $993K | Buy |
51,484
+26,091
| +103% | +$503K | ﹤0.01% | 409 |
|
2024
Q4 | $511K | Buy |
25,393
+13,950
| +122% | +$281K | ﹤0.01% | 815 |
|
2024
Q3 | $238K | Buy |
+11,443
| New | +$238K | ﹤0.01% | 1003 |
|
2024
Q2 | – | Sell |
-12,575
| Closed | -$353K | – | 1342 |
|
2024
Q1 | $353K | Sell |
12,575
-1,836
| -13% | -$51.6K | ﹤0.01% | 739 |
|
2023
Q4 | $429K | Buy |
+14,411
| New | +$429K | ﹤0.01% | 752 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 1258 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 1171 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 1151 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 1102 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 1303 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 1275 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 1600 |
|
2021
Q4 | – | Sell |
-7,270
| Closed | -$221K | – | 1789 |
|
2021
Q3 | $221K | Sell |
7,270
-12,452
| -63% | -$379K | ﹤0.01% | 1498 |
|
2021
Q2 | $630K | Buy |
19,722
+7,858
| +66% | +$251K | ﹤0.01% | 837 |
|
2021
Q1 | $348K | Buy |
+11,864
| New | +$348K | ﹤0.01% | 1183 |
|
2020
Q4 | – | Sell |
-19,518
| Closed | -$391K | – | 1510 |
|
2020
Q3 | $391K | Buy |
+19,518
| New | +$391K | ﹤0.01% | 733 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 1337 |
|
2020
Q1 | – | Sell |
-99,878
| Closed | -$2.58M | – | 1350 |
|
2019
Q4 | $2.58M | Buy |
+99,878
| New | +$2.58M | 0.01% | 390 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 1341 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 1260 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 1264 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 1545 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 1434 |
|
2018
Q1 | – | Sell |
-22,843
| Closed | -$990K | – | 1449 |
|
2017
Q4 | $990K | Buy |
+22,843
| New | +$990K | ﹤0.01% | 584 |
|
2017
Q3 | – | Hold |
0
| – | – | – | 1316 |
|
2017
Q2 | – | Sell |
-7,975
| Closed | -$337K | – | 1305 |
|
2017
Q1 | $337K | Sell |
7,975
-5,481
| -41% | -$232K | ﹤0.01% | 756 |
|
2016
Q4 | $533K | Buy |
+13,456
| New | +$533K | ﹤0.01% | 541 |
|
2016
Q3 | – | Hold |
0
| – | – | – | 1179 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 917 |
|