HBK Sorce Advisory’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,649
Closed -$216K 582
2024
Q2
$216K Buy
9,649
+129
+1% +$2.88K 0.01% 508
2024
Q1
$268K Buy
+9,520
New +$268K 0.01% 480