Creative Financial Designs’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 | $51.2K | Sell |
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|
2025
Q1 | $50.1K | Sell |
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|
2024
Q4 | $54K | Sell |
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|
2024
Q3 | $79.6K | Buy |
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|
2024
Q2 | $82.6K | Buy |
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|
2024
Q1 | $59.5K | Buy |
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|
2023
Q4 | $31K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $12K | Buy |
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