Journey Advisory Group’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
Q4
Sell
2025
Q3
$256K Sell
2025
Q2
$304K Hold
2025
Q1
$245K Hold
2024
Q4
$285K Hold
2024
Q3
$285K Hold
2024
Q2
$285K Buy