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 |  |