Hardy Reed’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Hold
16,130
0.03% 161
2025
Q1
$311K Sell
16,130
-591
-4% -$11.4K 0.03% 182
2024
Q4
$339K Buy
16,721
+591
+4% +$12K 0.03% 171
2024
Q3
$325K Buy
16,130
+6,510
+68% +$131K 0.03% 179
2024
Q2
$215K Buy
+9,620
New +$215K 0.02% 218