Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96K | Sell |
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|
2025
Q1 | $7.7K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $10K | Sell |
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|
2023
Q1 | $15K | Sell |
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|
2022
Q4 | $42K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.08M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $320K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $40K | Buy |
|