EverSource Wealth Advisors’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Sell |
573
-819
| -59% | -$19.5K | ﹤0.01% | 2583 |
|
|
2025
Q1 | $26.8K | Buy |
1,392
+664
| +91% | +$12.8K | ﹤0.01% | 1539 |
|
|
2024
Q4 | $14.8K | Buy |
728
+197
| +37% | +$4K | ﹤0.01% | 1798 |
|
|
2024
Q3 | $10.7K | Buy |
531
+168
| +46% | +$3.39K | ﹤0.01% | 1824 |
|
|
2024
Q2 | $8.3K | Buy |
363
+7
| +2% | +$160 | ﹤0.01% | 1957 |
|
|
2024
Q1 | $8.13K | Buy |
356
+54
| +18% | +$1.23K | ﹤0.01% | 1808 |
|
|
2023
Q4 | $9K | Sell |
302
-117
| -28% | -$3.49K | ﹤0.01% | 1600 |
|
|
2023
Q3 | $10.3K | Sell |
419
-23
| -5% | -$565 | ﹤0.01% | 1412 |
|
|
2023
Q2 | $11.8K | Buy |
442
+12
| +3% | +$321 | ﹤0.01% | 1371 |
|
|
2023
Q1 | $11.6K | Sell |
430
-9
| -2% | -$242 | ﹤0.01% | 1291 |
|
|
2022
Q4 | $11.6K | Sell |
439
-3,044
| -87% | -$80.3K | ﹤0.01% | 1274 |
|
|
2022
Q3 | $74K | Buy |
3,483
+3,111
| +836% | +$66.1K | 0.02% | 519 |
|
|
2022
Q2 | $9K | Buy |
372
+95
| +34% | +$2.3K | ﹤0.01% | 1057 |
|
|
2022
Q1 | $8K | Buy |
277
+10
| +4% | +$289 | ﹤0.01% | 1053 |
|
|
2021
Q4 | $8K | Buy |
+267
| New | +$8K | ﹤0.01% | 1037 |
|