Keystone Financial Planning’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
Q3 | $2.45M | Hold |
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|
2025
Q2 | $2.52M | Sell |
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|
2025
Q1 | $2.08M | Hold |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.18M | Hold |
|
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $3.15M | Sell |
|
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|
2023
Q4 | $3.55M | Hold |
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|
2023
Q3 | $2.93M | Hold |
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|
2023
Q2 | $3.18M | Buy |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $3.09M | Sell |
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|
2022
Q3 | $2.52M | Buy |
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|
2022
Q2 | $2.64M | Sell |
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|
2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $3.88M | Sell |
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|
2021
Q3 | $9.91M | Buy |
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|
2021
Q2 | $10.6M | Sell |
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|
2021
Q1 | $10.1M | Hold |
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|
2020
Q4 | $8.5M | Sell |
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|
2020
Q3 | $6.92M | Sell |
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|
2020
Q2 | $7.14M | Buy |
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|
2020
Q1 | $5.35M | Buy |
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|
2019
Q4 | $5.93M | Buy |
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|
2019
Q3 | $599K | Sell |
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|
2019
Q2 | $729K | Sell |
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|
2019
Q1 | $1.43M | Sell |
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|
2018
Q4 | $1.33M | Sell |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $525K | Buy |
|