Guinness Asset 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 | $423K | Buy |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $427K | Hold |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $858K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q4 | $163K | Hold |
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|
2020
Q3 | $133K | Hold |
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|
2020
Q2 | $137K | Hold |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $188K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $238K | Hold |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $348K | Buy |
|
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|
2017
Q3 | $322K | Buy |
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|
2017
Q2 | $244K | Buy |
|
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|
2017
Q1 | $208K | Sell |
|
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $194K | Hold |
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|
2016
Q2 | $182K | Sell |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $267K | Hold |
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|
2015
Q3 | $270K | Buy |
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|
2015
Q2 | $330K | Buy |
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|
2015
Q1 | $264K | Buy |
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|
2014
Q4 | $229K | Hold |
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|
2014
Q3 | $226K | Hold |
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|
2014
Q2 | $239K | Buy |
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|
2014
Q1 | $197K | Buy |
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|
2013
Q4 | $83K | Buy |
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|
2013
Q3 | $59K | Buy |
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|
2013
Q2 | $34K | Buy |
|