SteelPeak Wealth’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 | $292K | Sell |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $303K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $273K | Sell |
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|
2021
Q1 | $620K | Buy |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $305K | Buy |
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