Sound Financial Strategies Group’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 | $645K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $633K | Buy |
|
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|
2024
Q1 | $626K | Sell |
|
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|
2023
Q4 | $672K | Sell |
|
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|
2023
Q3 | $794K | Sell |
|
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|
2023
Q2 | $917K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $694K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $639K | Sell |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $624K | Sell |
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|
2021
Q1 | $607K | Buy |
|