Steward Partners Investment Advisory’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
Q2 | $461K | Buy |
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|
2025
Q1 | $33.7K | Buy |
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|
2024
Q4 | $35.2K | Sell |
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|
2024
Q3 | $75.5K | Buy |
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|
2024
Q2 | $15.6K | Buy |
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|
2024
Q1 | $16.8K | Hold |
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|
2023
Q4 | $17.8K | Hold |
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|
2023
Q3 | $14.7K | Hold |
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|
2023
Q2 | $15.9K | Sell |
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|
2023
Q1 | $22.7K | Buy |
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|
2022
Q4 | $15.7K | Sell |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $122K | Hold |
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|
2021
Q1 | $113K | Sell |
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|
2020
Q4 | $110K | Sell |
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|
2020
Q3 | $101K | Sell |
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|
2020
Q2 | $109K | Sell |
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|
2020
Q1 | $88K | Buy |
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|
2019
Q4 | $127K | Sell |
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|
2019
Q3 | $158K | Sell |
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|
2019
Q2 | $199K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $131K | Buy |
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|
2018
Q2 | $47K | Sell |
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|
2018
Q1 | $52K | Buy |
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|
2017
Q4 | $62K | Hold |
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|
2017
Q3 | $64K | Hold |
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|
2017
Q2 | $64K | Buy |
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|
2017
Q1 | $58K | Buy |
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|
2016
Q4 | $31K | Buy |
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