IFP Advisors’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 | $346K | Sell |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $357K | Buy |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $118K | Buy |
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|
2021
Q3 | $100K | Sell |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $55K | Buy |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $54K | Buy |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $92K | Sell |
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|
2019
Q3 | $166K | Buy |
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|
2019
Q1 | $64K | Sell |
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|
2018
Q4 | $86K | Buy |
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|
2018
Q3 | $85K | Buy |
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|
2018
Q2 | $87K | Buy |
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|
2018
Q1 | $117K | Hold |
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|
2017
Q4 | $117K | Sell |
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|
2017
Q3 | $126K | Buy |
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|
2017
Q2 | $120K | Buy |
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|
2017
Q1 | $97K | Sell |
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|
2016
Q4 | $166K | Buy |
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|
2016
Q3 | $73K | Buy |
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|
2016
Q2 | $60K | Sell |
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|
2016
Q1 | $64K | Sell |
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|
2015
Q4 | $97K | Buy |
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