Tompkins Financial’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 | $5.96K | Sell |
250
-2,000
| -89% | -$47.7K | ﹤0.01% | 469 |
|
|
2025
Q1 | $43.3K | Buy |
2,250
+250
| +13% | +$4.81K | ﹤0.01% | 338 |
|
|
2024
Q4 | $40.6K | Hold |
2,000
| – | – | ﹤0.01% | 342 |
|
|
2024
Q3 | $40.3K | Hold |
2,000
| – | – | ﹤0.01% | 361 |
|
|
2024
Q2 | $44.7K | Hold |
2,000
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $56.2K | Hold |
2,000
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $59.6K | Hold |
2,000
| – | – | 0.01% | 327 |
|
|
2023
Q3 | $49.2K | Hold |
2,000
| – | – | 0.01% | 323 |
|
|
2023
Q2 | $53.4K | Hold |
2,000
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $53.9K | Hold |
2,000
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $53K | Hold |
2,000
| – | – | 0.01% | 327 |
|
|
2022
Q3 | $43K | Hold |
2,000
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $47K | Hold |
2,000
| – | – | 0.01% | 334 |
|
|
2022
Q1 | $56K | Buy |
+2,000
| New | +$56K | 0.01% | 340 |
|
|
2016
Q3 | – | Sell |
-1,105
| Closed | -$37K | – | 393 |
|
|
2016
Q2 | $37K | Buy |
+1,105
| New | +$37K | 0.01% | 285 |
|
|
2015
Q4 | – | Sell |
-3,345
| Closed | -$125K | – | 510 |
|
|
2015
Q3 | $125K | Buy |
3,345
+2,685
| +407% | +$100K | 0.04% | 179 |
|
|
2015
Q2 | $32K | Hold |
660
| – | – | 0.01% | 333 |
|
|
2015
Q1 | $34K | Sell |
660
-50
| -7% | -$2.58K | 0.01% | 332 |
|
|
2014
Q4 | $39K | Buy |
+710
| New | +$39K | 0.01% | 293 |
|