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