Rothschild Investment LLC’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
Q2 | $218K | Sell |
|
|||||
|
2025
Q1 | $200K | Sell |
|
|||||
|
2024
Q4 | $222K | Buy |
|
|||||
|
2024
Q3 | $111K | Buy |
|
|||||
|
2024
Q2 | $111K | Sell |
|
|||||
|
2024
Q1 | $290K | Buy |
|
|||||
|
2023
Q4 | $304K | Buy |
|
|||||
|
2023
Q3 | $234K | Sell |
|
|||||
|
2023
Q2 | $262K | Sell |
|
|||||
|
2023
Q1 | $272K | Sell |
|
|||||
|
2022
Q4 | $271K | Sell |
|
|||||
|
2022
Q3 | $279K | Sell |
|
|||||
|
2022
Q2 | $321K | Buy |
|
|||||
|
2022
Q1 | $311K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $233K | Hold |
|
|||||
|
2018
Q1 | $252K | Hold |
|
|||||
|
2017
Q4 | $314K | Hold |
|
|||||
|
2017
Q3 | $323K | Sell |
|
|||||
|
2017
Q2 | $335K | Buy |
|
|||||
|
2017
Q1 | $212K | Buy |
|