Trust Company of Vermont’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 | – | Sell |
-1,500
| Closed | -$28.9K | – | 1093 |
|
|
2025
Q1 | $28.9K | Hold |
1,500
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $30.4K | Sell |
1,500
-8
| -0.5% | -$162 | ﹤0.01% | 606 |
|
|
2024
Q3 | $30.4K | Buy |
1,508
+8
| +0.5% | +$161 | ﹤0.01% | 589 |
|
|
2024
Q2 | $33.5K | Hold |
1,500
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $42.2K | Hold |
1,500
| – | – | ﹤0.01% | 512 |
|
|
2023
Q4 | $44.7K | Buy |
+1,500
| New | +$44.7K | ﹤0.01% | 443 |
|
|
2022
Q1 | – | Sell |
-2,179
| Closed | -$73K | – | 350 |
|
|
2021
Q4 | $73K | Buy |
+2,179
| New | +$73K | ﹤0.01% | 443 |
|
|
2021
Q3 | – | Sell |
-3,324
| Closed | -$106K | – | 341 |
|
|
2021
Q2 | $106K | Hold |
3,324
| – | – | 0.01% | 394 |
|
|
2021
Q1 | $98K | Sell |
3,324
-434
| -12% | -$12.8K | 0.01% | 389 |
|
|
2020
Q4 | $94K | Sell |
3,758
-447
| -11% | -$11.2K | 0.01% | 382 |
|
|
2020
Q3 | $86K | Buy |
4,205
+785
| +23% | +$16.1K | 0.01% | 374 |
|
|
2020
Q2 | $72K | Buy |
3,420
+3,120
| +1,040% | +$65.7K | 0.01% | 397 |
|
|
2020
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 735 |
|
|
2019
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 731 |
|
|
2019
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 753 |
|
|
2019
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 744 |
|
|
2019
Q1 | $10K | Sell |
300
-226
| -43% | -$7.53K | ﹤0.01% | 712 |
|
|
2018
Q4 | $16K | Sell |
526
-94
| -15% | -$2.86K | ﹤0.01% | 654 |
|
|
2018
Q3 | $19K | Sell |
620
-87
| -12% | -$2.67K | ﹤0.01% | 692 |
|
|
2018
Q2 | $23K | Sell |
707
-73
| -9% | -$2.38K | ﹤0.01% | 670 |
|
|
2018
Q1 | $27K | Sell |
780
-200
| -20% | -$6.92K | ﹤0.01% | 598 |
|
|
2017
Q4 | $42K | Sell |
980
-75
| -7% | -$3.21K | ﹤0.01% | 541 |
|
|
2017
Q3 | $47K | Hold |
1,055
| – | – | ﹤0.01% | 502 |
|
|
2017
Q2 | $47K | Hold |
1,055
| – | – | ﹤0.01% | 510 |
|
|
2017
Q1 | $44K | Sell |
1,055
-145
| -12% | -$6.05K | ﹤0.01% | 495 |
|
|
2016
Q4 | $47K | Sell |
1,200
-900
| -43% | -$35.3K | 0.01% | 483 |
|
|
2016
Q3 | $75K | Hold |
2,100
| – | – | 0.01% | 388 |
|
|
2016
Q2 | $70K | Sell |
2,100
-1,220
| -37% | -$40.7K | 0.01% | 358 |
|
|
2016
Q1 | $130K | Sell |
3,320
-6,798
| -67% | -$266K | 0.02% | 290 |
|
|
2015
Q4 | $372K | Sell |
10,118
-9,795
| -49% | -$360K | 0.05% | 199 |
|
|
2015
Q3 | $742K | Sell |
19,913
-24,680
| -55% | -$920K | 0.12% | 155 |
|
|
2015
Q2 | $2.19M | Sell |
44,593
-746
| -2% | -$36.6K | 0.32% | 97 |
|
|
2015
Q1 | $2.33M | Sell |
45,339
-1,089
| -2% | -$55.9K | 0.34% | 94 |
|
|
2014
Q4 | $2.57M | Buy |
46,428
+556
| +1% | +$30.8K | 0.37% | 83 |
|
|
2014
Q3 | $2.51M | Buy |
45,872
+2,166
| +5% | +$118K | 0.38% | 83 |
|
|
2014
Q2 | $2.53M | Buy |
43,706
+1,682
| +4% | +$97.3K | 0.39% | 80 |
|
|
2014
Q1 | $2.28M | Buy |
42,024
+2,717
| +7% | +$147K | 0.37% | 81 |
|
|
2013
Q4 | $2.27M | Sell |
39,307
-73
| -0.2% | -$4.22K | 0.38% | 81 |
|
|
2013
Q3 | $1.99M | Buy |
39,380
+2,714
| +7% | +$137K | 0.37% | 85 |
|
|
2013
Q2 | $1.66M | Buy |
+36,666
| New | +$1.66M | 0.32% | 91 |
|