Richardson Financial Services’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,600
Closed -$80.5K 612
2024
Q3
$80.5K Hold
3,600
0.05% 219
2024
Q2
$80.5K Sell
3,600
-420
-10% -$9.39K 0.06% 211
2024
Q1
$113K Buy
4,020
+520
+15% +$14.6K 0.08% 186
2023
Q4
$104K Buy
+3,500
New +$104K 0.09% 170