Legacy Financial Strategies’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$1.49M Buy
2021
Q4
$1.75M Buy
2021
Q3
$1.51M Buy
2021
Q2
$1.53M Buy
2021
Q1
$1.36M Buy
2020
Q4
$764K Sell
2020
Q3
$898K Buy
2020
Q2
$901K Buy
2020
Q1
$590K Buy
2019
Q4
$640K Buy
2019
Q3
$612K Buy
2019
Q2
$694K Buy
2019
Q1
$631K Buy
2018
Q4
$412K Sell
2018
Q3
$499K Buy
2018
Q2
$382K Buy
2018
Q1
$322K Buy
2017
Q4
$260K Buy