Abel Hall LLC’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
$519K Buy
21,763
+5,605
+35% +$134K 0.24% 74
2025
Q1
$311K Buy
16,158
+135
+0.8% +$2.6K 0.19% 96
2024
Q4
$325K Sell
16,023
-33
-0.2% -$670 0.21% 83
2024
Q3
$324K Sell
16,056
-72
-0.4% -$1.45K 0.21% 79
2024
Q2
$360K Buy
16,128
+4,936
+44% +$110K 0.26% 64
2024
Q1
$315K Buy
+11,192
New +$315K 0.24% 72