Abound Wealth 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 | $290 | Hold |
12
| – | – | ﹤0.01% | 931 |
|
|
2025
Q1 | $234 | Hold |
12
| – | – | ﹤0.01% | 934 |
|
|
2024
Q4 | $247 | Hold |
12
| – | – | ﹤0.01% | 966 |
|
|
2024
Q3 | $245 | Hold |
12
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q2 | $272 | Hold |
12
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q1 | $342 | Hold |
12
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q4 | $362 | Hold |
12
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q3 | $299 | Sell |
12
-37
| -76% | -$922 | ﹤0.01% | 1015 |
|
|
2023
Q2 | $1.31K | Buy |
49
+37
| +308% | +$991 | ﹤0.01% | 701 |
|
|
2023
Q1 | $328 | Hold |
12
| – | – | ﹤0.01% | 685 |
|
|
2022
Q4 | $321 | Hold |
12
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $262 | Buy |
+12
| New | +$262 | ﹤0.01% | 699 |
|