Dupree Financial 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
$3.24M Sell
135,900
-911
-0.7% -$21.7K 1.28% 30
2025
Q1
$2.63M Buy
136,811
+3,096
+2% +$59.6K 1.07% 31
2024
Q4
$2.71M Buy
+133,715
New +$2.71M 1.24% 28