TFC Financial Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859 | Sell |
36
-80
| -69% | -$1.91K | ﹤0.01% | 593 |
|
|
2025
Q1 | $2.23K | Buy |
116
+85
| +274% | +$1.64K | ﹤0.01% | 479 |
|
|
2024
Q4 | $629 | Hold |
31
| – | – | ﹤0.01% | 626 |
|
|
2024
Q3 | $625 | Sell |
31
-52
| -63% | -$1.05K | ﹤0.01% | 632 |
|
|
2024
Q2 | $1.86K | Buy |
83
+15
| +22% | +$335 | ﹤0.01% | 491 |
|
|
2024
Q1 | $1.91K | Buy |
68
+37
| +119% | +$1.04K | ﹤0.01% | 477 |
|
|
2023
Q4 | $924 | Sell |
31
-16
| -34% | -$477 | ﹤0.01% | 520 |
|
|
2023
Q3 | $1.16K | Hold |
47
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $1.26K | Buy |
47
+16
| +52% | +$428 | ﹤0.01% | 490 |
|
|
2023
Q1 | $836 | Hold |
31
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $818 | Hold |
31
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 440 |
|
|
2022
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 508 |
|
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 495 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 492 |
|
|
2021
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 482 |
|
|
2020
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 468 |
|
|
2020
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 436 |
|