Yousif 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 | $8.59M | Buy |
360,233
+6,320
| +2% | +$151K | 0.09% | 199 |
|
|
2025
Q1 | $6.81M | Buy |
353,913
+54,663
| +18% | +$1.05M | 0.08% | 235 |
|
|
2024
Q4 | $6.07M | Sell |
299,250
-19,922
| -6% | -$404K | 0.07% | 269 |
|
|
2024
Q3 | $6.43M | Buy |
319,172
+26,415
| +9% | +$532K | 0.07% | 263 |
|
|
2024
Q2 | $6.54M | Sell |
292,757
-2,173
| -0.7% | -$48.6K | 0.07% | 249 |
|
|
2024
Q1 | $8.29M | Buy |
294,930
+4,342
| +1% | +$122K | 0.09% | 208 |
|
|
2023
Q4 | $8.66M | Buy |
290,588
+2,338
| +0.8% | +$69.6K | 0.1% | 183 |
|
|
2023
Q3 | $7.09M | Sell |
288,250
-688
| -0.2% | -$16.9K | 0.09% | 209 |
|
|
2023
Q2 | $7.72M | Buy |
288,938
+2,423
| +0.8% | +$64.7K | 0.09% | 196 |
|
|
2023
Q1 | $7.72M | Sell |
286,515
-18,781
| -6% | -$506K | 0.1% | 194 |
|
|
2022
Q4 | $8.05M | Buy |
305,296
+16,086
| +6% | +$424K | 0.11% | 192 |
|
|
2022
Q3 | $6.22M | Buy |
289,210
+6,659
| +2% | +$143K | 0.09% | 217 |
|
|
2022
Q2 | $6.59M | Buy |
282,551
+20,129
| +8% | +$469K | 0.09% | 214 |
|
|
2022
Q1 | $7.33M | Sell |
262,422
-5,824
| -2% | -$163K | 0.08% | 234 |
|
|
2021
Q4 | $8.98M | Buy |
+268,246
| New | +$8.98M | 0.09% | 185 |
|