Covestor’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
Q3
$35K Sell
2025
Q2
$125K Buy
2025
Q1
$98K Sell
2024
Q4
$174K Buy
2024
Q3
$150K Buy
2024
Q2
$104K Buy
2024
Q1
$112K Buy
2023
Q4
$75K Buy
2023
Q3
$58K Sell
2023
Q2
$72K Sell
2023
Q1
$93K Sell
2022
Q4
$156K Buy
2022
Q3
$116K Sell
2022
Q2
$176K Buy
2022
Q1
$147K Buy
2021
Q4
$97K Buy