Allworth Financial’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Sell |
|
|||||
|
2025
Q1 | $138K | Buy |
|
|||||
|
2024
Q4 | $125K | Buy |
|
|||||
|
2024
Q3 | $69.6K | Sell |
|
|||||
|
2024
Q2 | $156K | Sell |
|
|||||
|
2024
Q1 | $193K | Sell |
|
|||||
|
2023
Q4 | $249K | Buy |
|
|||||
|
2023
Q3 | $177K | Sell |
|
|||||
|
2023
Q2 | $194K | Sell |
|
|||||
|
2023
Q1 | $285K | Buy |
|
|||||
|
2022
Q4 | $218K | Sell |
|
|||||
|
2022
Q3 | $223K | Buy |
|
|||||
|
2022
Q2 | $172K | Sell |
|
|||||
|
2022
Q1 | $245K | Buy |
|
|||||
|
2021
Q4 | $249K | Buy |
|
|||||
|
2021
Q3 | $219K | Sell |
|
|||||
|
2021
Q2 | $258K | Sell |
|
|||||
|
2021
Q1 | $309K | Buy |
|
|||||
|
2020
Q4 | $260K | Buy |
|
|||||
|
2020
Q3 | $212K | Buy |
|
|||||
|
2020
Q2 | $218K | Buy |
|
|||||
|
2020
Q1 | $174K | Buy |
|
|||||
|
2019
Q4 | $221K | Buy |
|
|||||
|
2019
Q3 | $245K | Buy |
|
|||||
|
2019
Q2 | $296K | Buy |
|
|||||
|
2019
Q1 | $281K | Buy |
|
|||||
|
2018
Q4 | $242K | Hold |
|
|||||
|
2018
Q3 | $248K | Hold |
|
|||||
|
2018
Q2 | $261K | Hold |
|
|||||
|
2018
Q1 | $283K | Hold |
|
|||||
|
2017
Q4 | $353K | Sell |
|
|||||
|
2017
Q3 | $505K | Sell |
|
|||||
|
2017
Q2 | $560K | Sell |
|
|||||
|
2017
Q1 | $611K | Hold |
|
|||||
|
2016
Q4 | $574K | Sell |
|
|||||
|
2016
Q3 | $518K | Buy |
|
|||||
|
2016
Q2 | $363K | Hold |
|
|||||
|
2016
Q1 | $425K | Hold |
|
|||||
|
2015
Q4 | $401K | Hold |
|
|||||
|
2015
Q3 | $406K | Hold |
|
|||||
|
2015
Q2 | $534K | Hold |
|
|||||
|
2015
Q1 | $559K | Hold |
|
|||||
|
2014
Q4 | $603K | Hold |
|
|||||
|
2014
Q3 | $594K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $628K | Sell |
|
|||||
|
2013
Q3 | $736K | Hold |
|
|||||
|
2013
Q2 | $660K | Buy |
|