Private Trust Company’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 | $44.9K | Sell |
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|
2025
Q2 | $90K | Sell |
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|
2025
Q1 | $73.2K | Buy |
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|
2024
Q4 | $42.9K | Sell |
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|
2024
Q3 | $89.7K | Buy |
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|
2024
Q2 | $73.4K | Buy |
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|
2024
Q1 | $39.7K | Hold |
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|
2023
Q4 | $42.1K | Buy |
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|
2023
Q3 | $30.3K | Sell |
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|
2023
Q2 | $47.8K | Hold |
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|
2023
Q1 | $48.2K | Sell |
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|
2022
Q4 | $60K | Hold |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $62K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $103K | Buy |
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|
2014
Q2 | $100K | Sell |
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|
2014
Q1 | $430K | Sell |
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|
2013
Q4 | $473K | Sell |
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|
2013
Q3 | $423K | Sell |
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|
2013
Q2 | $413K | Buy |
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