Evergreen Capital Management’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 | – | Sell |
|
|||||
|
2025
Q1 | $845K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $207K | Sell |
|
|||||
|
2024
Q2 | $279K | Buy |
|
|||||
|
2024
Q1 | $216K | Buy |
|
|||||
|
2023
Q4 | $226K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $211K | Sell |
|
|||||
|
2023
Q1 | $260K | Buy |
|
|||||
|
2022
Q4 | $252K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $217K | Sell |
|
|||||
|
2021
Q3 | $204K | Sell |
|
|||||
|
2021
Q2 | $220K | Buy |
|
|||||
|
2021
Q1 | $203K | Buy |
|