Kestra Advisory Services’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 | $464K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $814K | Buy |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $207K | Buy |
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