Freestone Capital Holdings’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 | $636K | Buy |
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|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $518K | Buy |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $3.02M | Sell |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.87M | Sell |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $4.04M | Buy |
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|
2021
Q4 | $4.81M | Buy |
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|
2021
Q3 | $4.2M | Buy |
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|
2021
Q2 | $4.46M | Buy |
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|
2021
Q1 | $4M | Sell |
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|
2020
Q4 | $4.37M | Buy |
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|
2020
Q3 | $2.54M | Buy |
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|
2020
Q2 | $2.46K | Buy |
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|
2020
Q1 | $1.86K | Buy |
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|
2019
Q4 | $2.03K | Sell |
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|
2019
Q3 | $3.61K | Sell |
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|
2019
Q2 | $5.27K | Buy |
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