First National Bank of South Miami’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $164K | Sell |
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|
2023
Q1 | $190K | Buy |
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|
2022
Q4 | $178K | Hold |
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|
2022
Q3 | $145K | Sell |
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|
2022
Q2 | $175K | Buy |
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|
2022
Q1 | $149K | Buy |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $100K | Buy |
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|
2021
Q2 | $97K | Buy |
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|
2021
Q1 | $37K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $42K | Hold |
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|
2019
Q1 | $43K | Hold |
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|
2018
Q4 | $38K | Buy |
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