Rise Advisors’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 | $906 | Hold |
38
| – | – | ﹤0.01% | 1300 |
|
|
2025
Q1 | $732 | Buy |
+38
| New | +$732 | ﹤0.01% | 1336 |
|
|
2023
Q4 | – | Sell |
-136
| Closed | -$3.35K | – | 630 |
|
|
2023
Q3 | $3.35K | Hold |
136
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $3.64K | Sell |
136
-32
| -19% | -$855 | ﹤0.01% | 446 |
|
|
2023
Q1 | $4.53K | Hold |
168
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $4.43K | Buy |
168
+1
| +0.6% | +$26 | ﹤0.01% | 463 |
|
|
2022
Q3 | $4K | Sell |
167
-10
| -6% | -$240 | ﹤0.01% | 453 |
|
|
2022
Q2 | $4K | Buy |
177
+1
| +0.6% | +$23 | ﹤0.01% | 462 |
|
|
2022
Q1 | $5K | Buy |
176
+1
| +0.6% | +$28 | ﹤0.01% | 413 |
|
|
2021
Q4 | $5.86K | Buy |
+175
| New | +$5.86K | 0.01% | 386 |
|