Whitener Capital 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 | $431K | Buy |
|
|||||
|
2025
Q2 | $438K | Sell |
|
|||||
|
2025
Q1 | $409K | Buy |
|
|||||
|
2024
Q4 | $417K | Sell |
|
|||||
|
2024
Q3 | $481K | Buy |
|
|||||
|
2024
Q2 | $495K | Buy |
|
|||||
|
2024
Q1 | $600K | Sell |
|
|||||
|
2023
Q4 | $639K | Buy |
|
|||||
|
2023
Q3 | $491K | Buy |
|
|||||
|
2023
Q2 | $521K | Buy |
|
|||||
|
2023
Q1 | $482K | Buy |
|
|||||
|
2022
Q4 | $460K | Buy |
|
|||||
|
2022
Q3 | $322K | Buy |
|
|||||
|
2022
Q2 | $311K | Buy |
|
|||||
|
2022
Q1 | $240K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $18K | Buy |
|