Sowell Financial Services’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Buy	+11,809	New	+$304K	0.01%	861
2025 Q1	–	Sell	-10,146	Closed	-$206K	–	1012
2024 Q4	$206K	Buy	+10,146	New	+$214K	0.01%	504
2024 Q3	–	Sell	-10,094	Closed	-$229K	–	534
2024 Q2	$229K	Buy	10,094 +65	+0.6%	+$1.56K	0.01%	511
2024 Q1	$285K	Buy	+10,029	New	+$276K	0.01%	515
2023 Q4	–	Sell	-10,919	Closed	-$272K	–	532
2023 Q3	$272K	Sell	10,919 -252	-2%	-$6.82K	0.02%	468
2023 Q2	$302K	Buy	+11,171	New	+$289K	0.02%	511
2021 Q2	–	Sell	-6,492	Closed	-$221K	–	749
2021 Q1	$221K	Buy	6,492 +2,168	+50%	+$59.2K	0.01%	997
2020 Q4	$108K	Buy	4,324 +3,304	+324%	+$73.8K	﹤0.01%	1122
2020 Q3	$21K	Buy	1,020 +1,004	+6,275%	+$21.1K	﹤0.01%	1528
2020 Q2	$0	Buy	+16	New	+$302	﹤0.01%	2464
2020 Q1	–	Sell	-2,793	Closed	-$73K	–	2426
2019 Q4	$73K	Sell	2,793 -2,339	-46%	-$63.6K	0.01%	1003
2019 Q3	$148K	Buy	+5,132	New	+$157K	0.01%	723