Twelve Points Wealth 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
Q2 | $4.27M | Buy |
|
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|
2025
Q1 | $3.41M | Buy |
|
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|
2024
Q4 | $3.24M | Buy |
|
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|
2024
Q3 | $2.67M | Buy |
|
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|
2024
Q2 | $1.87M | Buy |
|
|||||
|
2024
Q1 | $2.1M | Buy |
|
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|
2023
Q4 | $2.08M | Buy |
|
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|
2023
Q3 | $1.65M | Sell |
|
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|
2023
Q2 | $1.9M | Buy |
|
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|
2023
Q1 | $1.73M | Buy |
|
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|
2022
Q4 | $1.44M | Buy |
|
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|
2022
Q3 | $1.13M | Buy |
|
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|
2022
Q2 | $1.09M | Buy |
|
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|
2022
Q1 | $626K | Buy |
|
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|
2021
Q4 | $389K | Buy |
|