JFS Wealth 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 | $8.16K | Buy |
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|
2025
Q1 | $751 | Sell |
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|
2024
Q4 | $2.21K | Sell |
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|
2024
Q3 | $5.58K | Buy |
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|
2024
Q2 | $5.86K | Sell |
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|
2024
Q1 | $8.83K | Hold |
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|
2023
Q4 | $9.36K | Buy |
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|
2023
Q3 | $6.91K | Hold |
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|
2023
Q2 | $7.51K | Sell |
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|
2023
Q1 | $8.08K | Sell |
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|
2022
Q4 | $8.34K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3K | Sell |
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|
2015
Q1 | $10K | Hold |
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|
2014
Q4 | $10K | Buy |
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|
2014
Q3 | $10K | Buy |
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|
2014
Q2 | $11K | Buy |
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