Interval Partners’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 | $16.2M | Buy |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $7.49M | Buy |
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|
2023
Q3 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.16M | Sell |
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|
2021
Q2 | $9.54M | Sell |
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|
2021
Q1 | $9.61M | Sell |
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|
2020
Q4 | $8.91M | Buy |
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|
2020
Q3 | $6.21M | Buy |
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|
2020
Q2 | $6.04M | Sell |
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|
2020
Q1 | $5.32M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.12M | Buy |
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|
2018
Q3 | $2.4M | Sell |
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|
2018
Q2 | $8.02M | Buy |
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|
2018
Q1 | $5.21M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.06M | Buy |
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|
2017
Q2 | $2.58M | Sell |
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|
2017
Q1 | $6.27M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.71M | Buy |
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|
2016
Q1 | $1.97M | Sell |
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|
2015
Q4 | $3.56M | Buy |
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|
2015
Q3 | $2.59M | Buy |
|