Advisornet Financial’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23
| Closed | -$285 | – | 2337 |
|
|
2025
Q1 | $285 | Hold |
23
| – | – | ﹤0.01% | 2022 |
|
|
2024
Q4 | $289 | Hold |
23
| – | – | ﹤0.01% | 1831 |
|
|
2024
Q3 | $296 | Buy |
+23
| New | +$296 | ﹤0.01% | 2067 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$227 | – | 2487 |
|
|
2023
Q1 | $227 | Sell |
18
-11
| -38% | -$139 | ﹤0.01% | 2232 |
|
|
2022
Q4 | $418 | Buy |
+29
| New | +$418 | ﹤0.01% | 2069 |
|
|
2022
Q1 | – | Sell |
-53
| Closed | -$1K | – | 2180 |
|
|
2021
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 1951 |
|