Heritage Wealth Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-96
| Closed | -$1.95K | – | 585 |
|
|
2024
Q4 | $1.95K | Buy |
96
+17
| +22% | +$345 | ﹤0.01% | 556 |
|
|
2024
Q3 | $1.59K | Buy |
+79
| New | +$1.59K | ﹤0.01% | 555 |
|
|
2019
Q2 | – | Sell |
-205
| Closed | -$6.79K | – | 451 |
|
|
2019
Q1 | $6.79K | Hold |
205
| – | – | ﹤0.01% | 376 |
|
|
2018
Q4 | $6K | Hold |
205
| – | – | ﹤0.01% | 333 |
|
|
2018
Q3 | $6K | Buy |
+205
| New | +$6K | ﹤0.01% | 324 |
|