Creative Planning’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 | $2.31M | Buy |
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|
2025
Q2 | $1.48M | Buy |
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|
2025
Q1 | $905K | Buy |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $443K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $2.61M | Sell |
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|
2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $3.65M | Buy |
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|
2022
Q3 | $2.89M | Buy |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $435K | Buy |
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|
2020
Q4 | $230K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $410K | Sell |
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|
2019
Q2 | $578K | Sell |
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|
2019
Q1 | $620K | Buy |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $338K | Sell |
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|
2018
Q2 | $404K | Buy |
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|
2018
Q1 | $419K | Buy |
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|
2017
Q4 | $492K | Buy |
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|
2017
Q3 | $216K | Sell |
|
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|
2017
Q2 | $227K | Sell |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $114K | Sell |
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|
2016
Q1 | $175K | Buy |
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|
2015
Q4 | $161K | Buy |
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|
2015
Q3 | $133K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $162K | Sell |
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|
2014
Q4 | $429K | Buy |
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|
2014
Q3 | $148K | Sell |
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|
2014
Q2 | $174K | Sell |
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|
2014
Q1 | $191K | Buy |
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|
2013
Q4 | $201K | Buy |
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|
2013
Q3 | $130K | Sell |
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|
2013
Q2 | $145K | Buy |
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