Grassi Investment Management’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 | $354K | Sell |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $342K | Hold |
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|
2024
Q3 | $339K | Hold |
|
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $473K | Hold |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $614K | Buy |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $362K | Hold |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $362K | Hold |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $320K | Hold |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $220K | Hold |
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|
2020
Q2 | $226K | Hold |
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|
2020
Q1 | $180K | Hold |
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|
2019
Q4 | $281K | Hold |
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|
2019
Q3 | $312K | Hold |
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|
2019
Q2 | $376K | Hold |
|
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|
2019
Q1 | $358K | Hold |
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|
2018
Q4 | $320K | Hold |
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|
2018
Q3 | $328K | Hold |
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|
2018
Q2 | $346K | Hold |
|
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|
2018
Q1 | $375K | Hold |
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|
2017
Q4 | $468K | Hold |
|
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|
2017
Q3 | $481K | Hold |
|
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|
2017
Q2 | $484K | Hold |
|
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|
2017
Q1 | $455K | Hold |
|
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|
2016
Q4 | $427K | Hold |
|
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|
2016
Q3 | $384K | Hold |
|
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|
2016
Q2 | $360K | Hold |
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|
2016
Q1 | $422K | Hold |
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|
2015
Q4 | $398K | Hold |
|
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|
2015
Q3 | $402K | Hold |
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|
2015
Q2 | $530K | Hold |
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|
2015
Q1 | $554K | Hold |
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|
2014
Q4 | $598K | Hold |
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|
2014
Q3 | $590K | Hold |
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|
2014
Q2 | $625K | Hold |
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|
2014
Q1 | $585K | Hold |
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|
2013
Q4 | $623K | Hold |
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|
2013
Q3 | $546K | Hold |
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|
2013
Q2 | $490K | Buy |
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