SOA Wealth Advisors’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2K | Hold |
92
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $1.78K | Hold |
92
| – | – | ﹤0.01% | 711 |
|
|
2024
Q4 | $1.87K | Sell |
92
-4
| -4% | -$81 | ﹤0.01% | 695 |
|
|
2024
Q3 | $1.93K | Hold |
96
| – | – | ﹤0.01% | 674 |
|
|
2024
Q2 | $2.14K | Hold |
96
| – | – | ﹤0.01% | 666 |
|
|
2024
Q1 | $2.69K | Hold |
96
| – | – | ﹤0.01% | 672 |
|
|
2023
Q4 | $2.85K | Buy |
96
+1
| +1% | +$30 | ﹤0.01% | 660 |
|
|
2023
Q3 | $2.35K | Hold |
95
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $2.55K | Hold |
95
| – | – | ﹤0.01% | 698 |
|
|
2023
Q1 | $2.57K | Hold |
95
| – | – | ﹤0.01% | 700 |
|
|
2022
Q4 | $2.51K | Hold |
95
| – | – | ﹤0.01% | 710 |
|
|
2022
Q3 | $2K | Sell |
95
-17
| -15% | -$358 | ﹤0.01% | 695 |
|
|
2022
Q2 | $2K | Sell |
112
-106
| -49% | -$1.89K | ﹤0.01% | 683 |
|
|
2022
Q1 | $6K | Hold |
218
| – | – | ﹤0.01% | 651 |
|
|
2021
Q4 | $7K | Hold |
218
| – | – | ﹤0.01% | 613 |
|
|
2021
Q3 | $6K | Buy |
218
+4
| +2% | +$110 | ﹤0.01% | 652 |
|
|
2021
Q2 | $6K | Buy |
214
+21
| +11% | +$589 | ﹤0.01% | 640 |
|
|
2021
Q1 | $5K | Buy |
193
+32
| +20% | +$829 | ﹤0.01% | 611 |
|
|
2020
Q4 | $4K | Buy |
+161
| New | +$4K | ﹤0.01% | 623 |
|