RFG Advisory’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
Sell
2025
Q2
$225K Buy
2024
Q2
Sell
2024
Q1
$248K Buy
2023
Q4
$260K Sell
2023
Q3
$215K Sell
2023
Q2
$266K Sell
2023
Q1
$299K Buy
2022
Q4
$364K Buy
2022
Q3
$213K Buy
2022
Q2
$250K Buy
2022
Q1
Sell
2021
Q4
$291K Sell
2021
Q3
$314K Buy
2021
Q2
$328K Sell
2021
Q1
$346K Buy
2020
Q4
$275K Buy