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 |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $206K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $108K | Buy |
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|
2020
Q3 | $21K | Buy |
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|
2020
Q2 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $73K | Sell |
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|
2019
Q3 | $148K | Buy |
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