Gifford Fong Associates’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 | $3.35M | Hold |
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|
2025
Q1 | $2.7M | Hold |
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|
2024
Q4 | $2.85M | Hold |
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|
2024
Q3 | $2.83M | Hold |
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|
2024
Q2 | $3.14M | Buy |
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|
2024
Q1 | $1.84M | Hold |
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|
2023
Q4 | $1.95M | Hold |
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|
2023
Q3 | $1.61M | Hold |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $871K | Hold |
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|
2022
Q2 | $944K | Buy |
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|
2022
Q1 | $711K | Buy |
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|
2021
Q4 | $184K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.56M | Hold |
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|
2020
Q4 | $3.01M | Buy |
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|
2020
Q3 | $1.19M | Hold |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $974K | Buy |
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