SeaCrest Wealth Management’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 | $210K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $586K | Hold |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $567K | Hold |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $798K | Sell |
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|
2021
Q3 | $752K | Buy |
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|
2021
Q2 | $737K | Buy |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $542K | Buy |
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|
2020
Q3 | $378K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $133K | Buy |
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|
2018
Q4 | $59K | Buy |
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|
2018
Q3 | $47K | Buy |
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|
2018
Q2 | $43K | Buy |
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|
2018
Q1 | $45K | Buy |
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|
2017
Q4 | $51K | Buy |
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