Boston Trust Walden’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 | $262K | Hold |
11,000
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $212K | Hold |
11,000
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $223K | Hold |
11,000
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $222K | Hold |
11,000
| – | – | ﹤0.01% | 369 |
|
|
2024
Q2 | $246K | Hold |
11,000
| – | – | ﹤0.01% | 357 |
|
|
2024
Q1 | $309K | Hold |
11,000
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $328K | Hold |
11,000
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $270K | Hold |
11,000
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $294K | Hold |
11,000
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $296K | Hold |
11,000
| – | – | ﹤0.01% | 334 |
|
|
2022
Q4 | $290K | Hold |
11,000
| – | – | ﹤0.01% | 338 |
|
|
2022
Q3 | $237K | Hold |
11,000
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $256K | Hold |
11,000
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $307K | Hold |
11,000
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $368K | Hold |
11,000
| – | – | ﹤0.01% | 347 |
|
|
2021
Q3 | $327K | Hold |
11,000
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $352K | Hold |
11,000
| – | – | ﹤0.01% | 346 |
|
|
2021
Q1 | $326K | Hold |
11,000
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $275K | Hold |
11,000
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $224K | Hold |
11,000
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $231K | Sell |
11,000
-2,330
| -17% | -$48.9K | ﹤0.01% | 348 |
|
|
2020
Q1 | $222K | Hold |
13,330
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $346K | Hold |
13,330
| – | – | ﹤0.01% | 346 |
|
|
2019
Q3 | $385K | Hold |
13,330
| – | – | ﹤0.01% | 338 |
|
|
2019
Q2 | $464K | Hold |
13,330
| – | – | 0.01% | 333 |
|
|
2019
Q1 | $442K | Hold |
13,330
| – | – | 0.01% | 339 |
|
|
2018
Q4 | $395K | Hold |
13,330
| – | – | 0.01% | 332 |
|
|
2018
Q3 | $405K | Hold |
13,330
| – | – | 0.01% | 344 |
|
|
2018
Q2 | $427K | Hold |
13,330
| – | – | 0.01% | 341 |
|
|
2018
Q1 | $462K | Hold |
13,330
| – | – | 0.01% | 340 |
|
|
2017
Q4 | $578K | Hold |
13,330
| – | – | 0.01% | 329 |
|
|
2017
Q3 | $593K | Hold |
13,330
| – | – | 0.01% | 328 |
|
|
2017
Q2 | $597K | Sell |
13,330
-22,100
| -62% | -$990K | 0.01% | 326 |
|
|
2017
Q1 | $1.49M | Buy |
35,430
+6,900
| +24% | +$291K | 0.02% | 281 |
|
|
2016
Q4 | $1.13M | Sell |
28,530
-1,502
| -5% | -$59.4K | 0.02% | 292 |
|
|
2016
Q3 | $1.07M | Sell |
30,032
-900
| -3% | -$32K | 0.02% | 290 |
|
|
2016
Q2 | $1.03M | Sell |
30,932
-1,150
| -4% | -$38.4K | 0.02% | 289 |
|
|
2016
Q1 | $1.25M | Sell |
32,082
-200
| -0.6% | -$7.81K | 0.02% | 284 |
|
|
2015
Q4 | $1.19M | Sell |
32,282
-2,275
| -7% | -$83.7K | 0.02% | 275 |
|
|
2015
Q3 | $1.29M | Buy |
34,557
+20,361
| +143% | +$758K | 0.02% | 279 |
|
|
2015
Q2 | $696K | Buy |
14,196
+239
| +2% | +$11.7K | 0.01% | 300 |
|
|
2015
Q1 | $716K | Hold |
13,957
| – | – | 0.01% | 297 |
|
|
2014
Q4 | $773K | Hold |
13,957
| – | – | 0.01% | 298 |
|
|
2014
Q3 | $762K | Hold |
13,957
| – | – | 0.01% | 294 |
|
|
2014
Q2 | $807K | Hold |
13,957
| – | – | 0.01% | 287 |
|
|
2014
Q1 | $756K | Hold |
13,957
| – | – | 0.01% | 270 |
|
|
2013
Q4 | $806K | Sell |
13,957
-743
| -5% | -$42.9K | 0.01% | 270 |
|
|
2013
Q3 | $743K | Hold |
14,700
| – | – | 0.01% | 266 |
|
|
2013
Q2 | $666K | Buy |
+14,700
| New | +$666K | 0.01% | 262 |
|