TFC Financial Management’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 | $833 | Hold |  | |||||
| 2025 Q2 | $859 | Sell |  | |||||
| 2025 Q1 | $2.23K | Buy |  | |||||
| 2024 Q4 | $629 | Hold |  | |||||
| 2024 Q3 | $625 | Sell |  | |||||
| 2024 Q2 | $1.86K | Buy |  | |||||
| 2024 Q1 | $1.91K | Buy |  | |||||
| 2023 Q4 | $924 | Sell |  | |||||
| 2023 Q3 | $1.16K | Hold |  | |||||
| 2023 Q2 | $1.26K | Buy |  | |||||
| 2023 Q1 | $836 | Hold |  | |||||
| 2022 Q4 | $818 | Hold |  | |||||
| 2022 Q3 | $1K | Hold |  | |||||
| 2022 Q2 | $1K | Hold |  | |||||
| 2022 Q1 | $1K | Hold |  | |||||
| 2021 Q4 | $1K | Hold |  | |||||
| 2021 Q3 | $1K | Hold |  | |||||
| 2021 Q2 | $1K | Hold |  | |||||
| 2021 Q1 | $1K | Hold |  | |||||
| 2020 Q4 | $1K | Hold |  | |||||
| 2020 Q3 | $1K | Buy |  |