Addison Advisors’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 | $6.18K | Hold |
259
| – | – | ﹤0.01% | 684 |
|
2025
Q1 | $4.99K | Hold |
259
| – | – | ﹤0.01% | 671 |
|
2024
Q4 | $5.26K | Sell |
259
-262
| -50% | -$5.32K | ﹤0.01% | 663 |
|
2024
Q3 | $10.5K | Buy |
+521
| New | +$10.5K | ﹤0.01% | 586 |
|
2023
Q1 | – | Sell |
-6
| Closed | -$158 | – | 641 |
|
2022
Q4 | $158 | Hold |
6
| – | – | ﹤0.01% | 764 |
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 678 |
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 671 |
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 706 |
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 667 |
|