Rodgers Brothers’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $494K | Hold |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $230K | Buy |
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