First National Trust’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
Q3 | $437K | Hold |
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|
2025
Q2 | $450K | Hold |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $562K | Hold |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $504K | Hold |
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|
2023
Q1 | $509K | Hold |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $415K | Hold |
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|
2022
Q2 | $450K | Hold |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $632K | Hold |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $604K | Hold |
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|
2021
Q1 | $559K | Buy |
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|
2020
Q4 | $369K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $244K | Sell |
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|
2014
Q2 | $277K | Sell |
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|
2014
Q1 | $264K | Sell |
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|
2013
Q4 | $570K | Sell |
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|
2013
Q3 | $513K | Sell |
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|
2013
Q2 | $461K | Buy |
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