EverSource Wealth Advisors’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 | $13.7K | Sell |
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|
2025
Q1 | $26.8K | Buy |
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|
2024
Q4 | $14.8K | Buy |
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|
2024
Q3 | $10.7K | Buy |
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|
2024
Q2 | $8.3K | Buy |
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|
2024
Q1 | $8.13K | Buy |
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|
2023
Q4 | $9K | Sell |
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|
2023
Q3 | $10.3K | Sell |
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|
2023
Q2 | $11.8K | Buy |
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|
2023
Q1 | $11.6K | Sell |
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|
2022
Q4 | $11.6K | Sell |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $8K | Buy |
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