Clearstead Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84K | Buy |
+245
| New | +$5.84K | ﹤0.01% | 2056 |
|
|
2024
Q3 | – | Sell |
-10
| Closed | -$224 | – | 2044 |
|
|
2024
Q2 | $224 | Hold |
10
| – | – | ﹤0.01% | 1971 |
|
|
2024
Q1 | $240 | Buy |
+10
| New | +$240 | ﹤0.01% | 1488 |
|
|
2020
Q2 | – | Sell |
-675
| Closed | -$11K | – | 787 |
|
|
2020
Q1 | $11K | Buy |
+675
| New | +$11K | ﹤0.01% | 559 |
|