SOA Wealth 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 | $2.14K | Hold |
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|
2025
Q2 | $2.2K | Hold |
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|
2025
Q1 | $1.78K | Hold |
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|
2024
Q4 | $1.87K | Sell |
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|
2024
Q3 | $1.93K | Hold |
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|
2024
Q2 | $2.14K | Hold |
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|
2024
Q1 | $2.69K | Hold |
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|
2023
Q4 | $2.85K | Buy |
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|
2023
Q3 | $2.35K | Hold |
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|
2023
Q2 | $2.55K | Hold |
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|
2023
Q1 | $2.57K | Hold |
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|
2022
Q4 | $2.51K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | $6K | Buy |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q4 | $4K | Buy |
|