Richards, Merrill & Peterson’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	–	Sell	-325	Closed	-$6.26K	–	224
2025 Q1	$6.26K	Hold	325	–	–	﹤0.01%	424
2024 Q4	$6.59K	Buy	+325	New	+$6.59K	﹤0.01%	408