Global Retirement Partners’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 | $365K | Sell |
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|
2025
Q2 | $452K | Buy |
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|
2024
Q4 | $58.9K | Sell |
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|
2024
Q3 | $91.8K | Sell |
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|
2024
Q2 | $139K | Buy |
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|
2024
Q1 | $52.3K | Sell |
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|
2023
Q4 | $84.3K | Buy |
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|
2023
Q3 | $53.2K | Buy |
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|
2023
Q2 | $52.5K | Buy |
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|
2023
Q1 | $40.9K | Buy |
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|
2022
Q4 | $41.5K | Buy |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $24K | Buy |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $33K | Buy |
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|
2017
Q3 | $27K | Buy |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $6K | Sell |
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|
2016
Q4 | $8K | Buy |
|