Foster & Motley’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
Q1 | – | Sell |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $605K | Sell |
|
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $800K | Buy |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $478K | Sell |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $929K | Buy |
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|
2021
Q4 | $778K | Buy |
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|
2021
Q3 | $570K | Buy |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $357K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $343K | Sell |
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|
2014
Q1 | $399K | Buy |
|