Ashton Thomas Private Wealth’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261K	Buy	+11,057	New	+$284K	0.01%	944
2025 Q2	–	Sell	-41,489	Closed	-$812K	–	831
2025 Q1	$812K	Buy	41,489 +12,052	+41%	+$242K	0.03%	431
2024 Q4	$607K	Buy	+29,437	New	+$620K	0.02%	496
2023 Q3	–	Sell	-20,789	Closed	-$555K	–	567
2023 Q2	$555K	Buy	20,789 +168	+0.8%	+$4.34K	0.04%	383
2023 Q1	$556K	Sell	20,621 -22,057	-52%	-$644K	0.05%	349
2022 Q4	$1.13M	Buy	42,678 +2,992	+8%	+$74.3K	0.11%	216
2022 Q3	$854K	Sell	39,686 -21,122	-35%	-$543K	0.1%	234
2022 Q2	$1.42M	Buy	+60,808	New	+$1.56M	0.15%	170
2020 Q1	–	Sell	-26,900	Closed	-$699K	–	211
2019 Q4	$699K	Sell	26,900 -378	-1%	-$10.3K	0.23%	113
2019 Q3	$787K	Sell	27,278 -6,348	-19%	-$194K	0.33%	78
2019 Q2	$1.17M	Buy	33,626 +6,043	+22%	+$205K	0.45%	59
2019 Q1	$914K	Buy	+27,583	New	+$871K	0.38%	67