Corient Private Wealth’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
Q2 | $646K | Buy |
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|
2025
Q1 | $332K | Buy |
|
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|
2024
Q4 | $315K | Buy |
|
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|
2024
Q3 | $275K | Sell |
|
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|
2024
Q2 | $333K | Sell |
|
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|
2024
Q1 | $435K | Sell |
|
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|
2023
Q4 | $502K | Sell |
|
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|
2023
Q3 | $498K | Buy |
|
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|
2023
Q2 | $478K | Buy |
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|
2023
Q1 | $469K | Buy |
|
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|
2022
Q4 | $361K | Buy |
|