CVA Family Office’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16K | Buy |
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|
2025
Q4 | $2.03K | Hold |
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|
2025
Q3 | $1.97K | Hold |
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|
2025
Q2 | $2.03K | Sell |
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|
2025
Q1 | $4.14K | Sell |
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|
2024
Q4 | $11.7K | Buy |
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|
2024
Q3 | $504 | Sell |
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|
2024
Q2 | $9.79K | Sell |
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|
2024
Q1 | $46.1K | Hold |
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|
2023
Q4 | $48.9K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $33.9K | Sell |
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|
2023
Q1 | $38.7K | Hold |
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|
2022
Q4 | $37.9K | Buy |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | $3K | Buy |
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