Rise Advisors’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
$879 Hold
2025
Q2
$906 Hold
2025
Q1
$732 Buy
2023
Q4
Sell
2023
Q3
$3.35K Hold
2023
Q2
$3.63K Sell
2023
Q1
$4.53K Hold
2022
Q4
$4.43K Buy
2022
Q3
$4K Sell
2022
Q2
$4K Buy
2022
Q1
$5K Buy
2021
Q4
$5.86K Buy