CAPTRUST Financial Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $223K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $744K | Buy |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $674K | Buy |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $85K | Buy |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $27K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $158K | Sell |
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|
2019
Q2 | $206K | Buy |
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|
2019
Q1 | $189K | Buy |
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|
2018
Q4 | $116K | Sell |
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|
2018
Q3 | $129K | Buy |
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|
2018
Q2 | $103K | Buy |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $428K | Buy |
|