Harbour Investments, Inc. Franklin U.S. Low Volatility H Transaction History

Harbour Investments, Inc.

$3.59 Billion
Q2 2025

A detailed history of Harbour Investments, Inc. transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Harbour Investments, Inc. holds 3,716 shares of LVHD stock, worth $150,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,716

Previous 18,217 79.6%

Holding current value

$150,981

Previous $746,000 80.16%

% of portfolio

0.0%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$37.37 - $40.85 $541,902 - $592,365	-14,501 Reduced 79.6%	3,716 $148,000
Q1 2025 May 08, 2025	BUY	$37.44 - $41.02 $28,192 - $30,888	753 Added 4.31%	18,217 $746,000
Q4 2024 Feb 10, 2025	BUY	$38.29 - $41.26 $307,124 - $330,946	8,021 Added 84.94%	17,464 $669,000
Q3 2024 Nov 04, 2024	BUY	$35.49 - $40.72 $19,413 - $22,273	547 Added 6.15%	9,443 $384,000
Q2 2024 Jul 26, 2024	BUY	$34.89 - $36.95 $86,666 - $91,783	2,484 Added 38.74%	8,896 $318,000
Q1 2024 Jul 22, 2024	BUY	$34.51 - $36.86 $16,599 - $17,729	481 Added 8.11%	6,412 $236,000
Q4 2023 Feb 16, 2024	BUY	$32.68 - $36.76 $50,425 - $56,720	1,543 Added 35.16%	5,931 $215,000
Q3 2023 Nov 15, 2023	BUY	$33.77 - $38.5 $66,087 - $75,344	1,957 Added 80.5%	4,388 $148,000
Q2 2023 Aug 14, 2023	BUY	$35.34 - $37.79 $72,623 - $77,658	2,055 Added 546.54%	2,431 $89,000
Q1 2023 May 15, 2023	BUY	$35.39 - $39.04 $12,421 - $13,703	351 Added 1404.0%	376 $14,000
Q4 2022 Feb 15, 2023	BUY	$33.74 - $39.17 $843 - $979	25 New	25 $0
Q3 2021 Nov 15, 2021	SELL	$35.99 - $38.25 $154,757 - $164,475	-4,300 Closed	0 $0
Q1 2021 Aug 17, 2021	BUY	$32.0 - $35.17 $137,600 - $151,231	4,300 New	4,300 $150,000

Others Institutions Holding LVHD

# of Institutions

103

Shares Held

6.74M

Call Options Held

Put Options Held

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About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
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Harbour Investments, Inc. Franklin U.S. Low Volatility H Transaction History