LGT Group Foundation’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
14,900
| – | – | ﹤0.01% | 251 |
|
|
2025
Q1 | $287K | Hold |
14,900
| – | – | ﹤0.01% | 260 |
|
|
2024
Q4 | $302K | Sell |
14,900
-350
| -2% | -$7.1K | ﹤0.01% | 245 |
|
|
2024
Q3 | $303K | Hold |
15,250
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $341K | Buy |
15,250
+6,990
| +85% | +$156K | 0.01% | 234 |
|
|
2024
Q1 | $232K | Buy |
+8,260
| New | +$232K | 0.01% | 227 |
|