Continuum Advisory’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
Sell
-88
Closed -$1.69K 520
2025
Q1
$1.69K Sell
88
-32
-27% -$616 ﹤0.01% 1395
2024
Q4
$2.44K Sell
120
-4,765
-98% -$96.7K ﹤0.01% 1356
2024
Q3
$105K Sell
4,885
-872
-15% -$18.8K 0.01% 510
2024
Q2
$129K Buy
5,757
+205
+4% +$4.58K 0.02% 447
2024
Q1
$134K Buy
+5,552
New +$134K 0.02% 436
2022
Q2
Sell
-9,083
Closed -$223K 404
2022
Q1
$223K Buy
+9,083
New +$223K 0.04% 349