TD Private Client Wealth’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 | $16.3K | Buy |
685
+298
| +77% | +$7.11K | ﹤0.01% | 1018 |
|
|
2025
Q1 | $7.45K | Buy |
387
+33
| +9% | +$635 | ﹤0.01% | 1039 |
|
|
2024
Q4 | $7.18K | Sell |
354
-162
| -31% | -$3.29K | ﹤0.01% | 1080 |
|
|
2024
Q3 | $10.4K | Sell |
516
-644
| -56% | -$13K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $25.9K | Buy |
1,160
+105
| +10% | +$2.35K | ﹤0.01% | 913 |
|
|
2024
Q1 | $29.7K | Hold |
1,055
| – | – | ﹤0.01% | 892 |
|
|
2023
Q4 | $31.4K | Buy |
1,055
+576
| +120% | +$17.2K | ﹤0.01% | 891 |
|
|
2023
Q3 | $11.8K | Sell |
479
-183
| -28% | -$4.5K | ﹤0.01% | 1006 |
|
|
2023
Q2 | $17.7K | Sell |
662
-37
| -5% | -$988 | ﹤0.01% | 965 |
|
|
2023
Q1 | $18.8K | Sell |
699
-459
| -40% | -$12.4K | ﹤0.01% | 957 |
|
|
2022
Q4 | $30.5K | Buy |
1,158
+45
| +4% | +$1.19K | ﹤0.01% | 845 |
|
|
2022
Q3 | $24K | Buy |
1,113
+168
| +18% | +$3.62K | ﹤0.01% | 878 |
|
|
2022
Q2 | $22K | Sell |
945
-199
| -17% | -$4.64K | ﹤0.01% | 898 |
|
|
2022
Q1 | $31.9K | Buy |
1,144
+225
| +24% | +$6.28K | ﹤0.01% | 856 |
|
|
2021
Q4 | $30.8K | Sell |
919
-393
| -30% | -$13.2K | ﹤0.01% | 809 |
|
|
2021
Q3 | $39K | Sell |
1,312
-354
| -21% | -$10.5K | ﹤0.01% | 781 |
|
|
2021
Q2 | $53.3K | Sell |
1,666
-61
| -4% | -$1.95K | ﹤0.01% | 726 |
|
|
2021
Q1 | $51.1K | Sell |
1,727
-57
| -3% | -$1.69K | ﹤0.01% | 704 |
|
|
2020
Q4 | $44.6K | Buy |
1,784
+542
| +44% | +$13.5K | ﹤0.01% | 677 |
|
|
2020
Q3 | $25.3K | Buy |
1,242
+270
| +28% | +$5.5K | ﹤0.01% | 706 |
|
|
2020
Q2 | $20.4K | Sell |
972
-448
| -32% | -$9.4K | ﹤0.01% | 726 |
|
|
2020
Q1 | $23.7K | Buy |
1,420
+1,370
| +2,740% | +$22.9K | ﹤0.01% | 672 |
|
|
2019
Q4 | $1.3K | Buy |
+50
| New | +$1.3K | ﹤0.01% | 938 |
|