Sigma Planning Corp’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 | $1.61M | Buy |
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|
2025
Q1 | $654K | Buy |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $589K | Buy |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $319K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $322K | Buy |
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|
2019
Q1 | $284K | Sell |
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|
2018
Q4 | $294K | Sell |
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|
2018
Q3 | $377K | Buy |
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|
2018
Q2 | $326K | Buy |
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|
2018
Q1 | $285K | Buy |
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|
2017
Q4 | $306K | Buy |
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|
2017
Q3 | $283K | Sell |
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|
2017
Q2 | $321K | Buy |
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $929K | Buy |
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|
2016
Q3 | $220K | Buy |
|