Stratos Wealth Partners’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 | $273K | Sell |
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|
2025
Q1 | $729K | Buy |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $363K | Sell |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $3.35M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.74M | Sell |
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|
2019
Q1 | $1.69M | Sell |
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|
2018
Q4 | $1.52M | Sell |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.84M | Sell |
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|
2018
Q1 | $2.12M | Buy |
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|
2017
Q4 | $136K | Buy |
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