Caldwell Trust’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 | $69.6K | Hold |
|
|||||
|
2025
Q2 | $71.8K | Hold |
|
|||||
|
2025
Q1 | $57.9K | Hold |
|
|||||
|
2024
Q4 | $61.1K | Hold |
|
|||||
|
2024
Q3 | $60.6K | Hold |
|
|||||
|
2024
Q2 | $67.3K | Hold |
|
|||||
|
2024
Q1 | $84.6K | Hold |
|
|||||
|
2023
Q4 | $89.6K | Hold |
|
|||||
|
2023
Q3 | $74K | Hold |
|
|||||
|
2023
Q2 | $80.4K | Hold |
|
|||||
|
2023
Q1 | $81.1K | Hold |
|
|||||
|
2022
Q4 | $79.4K | Hold |
|
|||||
|
2022
Q3 | $64.8K | Hold |
|
|||||
|
2022
Q2 | $70.1K | Buy |
|
|||||
|
2022
Q1 | $70.9K | Hold |
|
|||||
|
2021
Q4 | $85K | Hold |
|
|||||
|
2021
Q3 | $75.4K | Hold |
|
|||||
|
2021
Q2 | $81.2K | Hold |
|
|||||
|
2021
Q1 | $75.1K | Hold |
|
|||||
|
2020
Q4 | $63.4K | Hold |
|
|||||
|
2020
Q3 | $51.6K | Sell |
|
|||||
|
2020
Q2 | $58.6K | Sell |
|
|||||
|
2020
Q1 | $49.1K | Hold |
|
|||||
|
2019
Q4 | $76.5K | Buy |
|