Altrius Capital Management’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
Q3 | $5.23M | Sell |
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|
2025
Q2 | $5.41M | Sell |
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|
2025
Q1 | $4.38M | Buy |
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|
2024
Q4 | $4.41M | Buy |
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|
2024
Q3 | $4.38M | Buy |
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|
2024
Q2 | $3.94M | Buy |
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|
2024
Q1 | $4.08M | Buy |
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|
2023
Q4 | $3.97M | Buy |
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|
2023
Q3 | $3.2M | Buy |
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|
2023
Q2 | $3.44M | Buy |
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|
2023
Q1 | $3.4M | Buy |
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|
2022
Q4 | $3.29M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $3.62M | Buy |
|