Summit Financial Group’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $460K | Hold |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $388K | Hold |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $386K | Buy |
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