Caitlin John’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-48
Closed -$969 185
2024
Q4
$969 Hold
48
﹤0.01% 712
2024
Q3
$1.03K Buy
48
+1
+2% +$21 ﹤0.01% 715
2024
Q2
$1.06K Sell
47
-16
-25% -$361 ﹤0.01% 707
2024
Q1
$1.78K Sell
63
-4
-6% -$113 ﹤0.01% 678
2023
Q4
$1.98K Buy
+67
New +$1.98K ﹤0.01% 684