Oppenheimer & Co’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 | $570K | Buy |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $548K | Buy |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $728K | Buy |
|
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|
2023
Q4 | $735K | Sell |
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|
2023
Q3 | $633K | Sell |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $765K | Sell |
|
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|
2022
Q4 | $759K | Sell |
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|
2022
Q3 | $754K | Sell |
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|
2022
Q2 | $850K | Buy |
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|
2022
Q1 | $730K | Hold |
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|
2021
Q4 | $875K | Buy |
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|
2021
Q3 | $776K | Buy |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $406K | Sell |
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|
2020
Q4 | $480K | Sell |
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|
2020
Q3 | $480K | Sell |
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|
2020
Q2 | $599K | Sell |
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|
2020
Q1 | $534K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $461K | Buy |
|
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $209K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $227K | Sell |
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|
2015
Q4 | $291K | Sell |
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|
2015
Q3 | $372K | Sell |
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|
2015
Q2 | $560K | Buy |
|
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|
2015
Q1 | $478K | Sell |
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|
2014
Q4 | $1.55M | Buy |
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|
2014
Q3 | $1.52M | Buy |
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|
2014
Q2 | $1.56M | Buy |
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|
2014
Q1 | $1.43M | Sell |
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|
2013
Q4 | $1.58M | Buy |
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|
2013
Q3 | $1.32M | Sell |
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|
2013
Q2 | $1.28M | Buy |
|