Indiana Trust & Investment 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 | $194K | Hold |
8,119
| – | – | 0.06% | 173 |
|
|
2025
Q1 | $156K | Hold |
8,119
| – | – | 0.06% | 187 |
|
|
2024
Q4 | $165K | Hold |
8,119
| – | – | 0.06% | 187 |
|
|
2024
Q3 | $164K | Hold |
8,119
| – | – | 0.06% | 188 |
|
|
2024
Q2 | $181K | Hold |
8,119
| – | – | 0.07% | 172 |
|
|
2024
Q1 | $228K | Hold |
8,119
| – | – | 0.09% | 146 |
|
|
2023
Q4 | $242K | Hold |
8,119
| – | – | 0.11% | 139 |
|
|
2023
Q3 | $200K | Hold |
8,119
| – | – | 0.1% | 144 |
|
|
2023
Q2 | $217K | Hold |
8,119
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $219K | Hold |
8,119
| – | – | 0.12% | 105 |
|
|
2022
Q4 | $214 | Buy |
+8,119
| New | +$214 | 0.12% | 108 |
|
|
2022
Q3 | – | Sell |
-12,035
| Closed | -$281K | – | 111 |
|
|
2022
Q2 | $281K | Hold |
12,035
| – | – | 0.16% | 92 |
|
|
2022
Q1 | $336K | Hold |
12,035
| – | – | 0.16% | 92 |
|
|
2021
Q4 | $403K | Hold |
12,035
| – | – | 0.19% | 81 |
|
|
2021
Q3 | $358K | Sell |
12,035
-6,500
| -35% | -$193K | 0.18% | 86 |
|
|
2021
Q2 | $463K | Buy |
18,535
+6,000
| +48% | +$150K | 0.25% | 70 |
|
|
2021
Q1 | $371K | Sell |
12,535
-6,000
| -32% | -$178K | 0.2% | 82 |
|
|
2020
Q4 | $463K | Hold |
18,535
| – | – | 0.25% | 70 |
|
|
2020
Q3 | $377K | Hold |
18,535
| – | – | 0.23% | 73 |
|
|
2020
Q2 | $389K | Hold |
18,535
| – | – | 0.24% | 68 |
|
|
2020
Q1 | $309K | Buy |
18,535
+594
| +3% | +$9.9K | 0.22% | 79 |
|
|
2019
Q4 | $466K | Hold |
17,941
| – | – | 0.26% | 72 |
|
|
2019
Q3 | $518K | Sell |
17,941
-2,000
| -10% | -$57.7K | 0.29% | 67 |
|
|
2019
Q2 | $694K | Buy |
+19,941
| New | +$694K | 0.38% | 58 |
|