Spire Wealth Management’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
Q4 | $573 | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $789 | Sell |
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|
2024
Q4 | $7.04K | Buy |
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|
2024
Q3 | $5.12K | Buy |
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|
2024
Q2 | $5.52K | Sell |
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|
2024
Q1 | $44.8K | Hold |
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|
2023
Q4 | $44.5K | Sell |
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|
2023
Q3 | $55.2K | Buy |
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|
2023
Q2 | $55.2K | Sell |
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|
2023
Q1 | $58.4K | Sell |
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|
2022
Q4 | $60K | Hold |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $56K | Buy |
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|
2022
Q1 | $58K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $61K | Hold |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $61K | Buy |
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