Cornerstone Planning Group’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	$1.69K	Buy	67 +23	+52%	+$581	﹤0.01%	986
2025 Q1	$809	Buy	+44	New	+$809	﹤0.01%	1177
2024 Q3	–	Sell	-83	Closed	-$1.78K	–	1306
2024 Q2	$1.78K	Buy	+83	New	+$1.78K	﹤0.01%	802