Advisory Services Network’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.24K	Buy	+302	New	+$4.27K	﹤0.01%	3916
2025 Q4	–	Sell	-302	Closed	-$3.98K	–	4013
2025 Q3	$3.98K	Buy	+302	New	+$3.99K	﹤0.01%	3609
2024 Q1	–	Sell	-3,168	Closed	-$46.5K	–	3444
2023 Q4	$46.5K	Buy	+3,168	New	+$41K	﹤0.01%	2053
2020 Q4	–	Sell	-31	Closed	-$516	–	3690
2020 Q3	$0	Buy	+31	New	+$452	﹤0.01%	3645
2020 Q2	–	Sell	-338	Closed	-$5K	–	2574
2020 Q1	$5K	Sell	338 -711	-68%	-$13.9K	﹤0.01%	2495
2019 Q4	$21K	Buy	1,049 +29	+3%	+$560	﹤0.01%	1998
2019 Q3	$18K	Hold	1,020	–	–	﹤0.01%	1889
2019 Q2	$18K	Sell	1,020 -13,158	-93%	-$224K	﹤0.01%	1887
2019 Q1	$234K	Hold	14,178	–	–	0.02%	742
2018 Q4	$229K	Buy	+14,178	New	+$217K	0.02%	665
2018 Q3	–	Sell	-955	Closed	-$16K	–	2616
2018 Q2	$16K	Hold	955	–	–	﹤0.01%	1634
2018 Q1	$14K	Buy	955 +156	+20%	+$2.34K	﹤0.01%	1777
2017 Q4	$12K	Hold	799	–	–	﹤0.01%	1779
2017 Q3	$13K	Buy	799 +475	+147%	+$7.36K	﹤0.01%	1531
2017 Q2	$5K	Hold	324	–	–	﹤0.01%	1834
2017 Q1	$5K	Buy	+324	New	+$5.67K	﹤0.01%	1729
2016 Q3	$6K	Hold	324	–	–	﹤0.01%	1476
2016 Q2	$6K	Hold	324	–	–	﹤0.01%	1366
2016 Q1	$6K	Hold	324	–	–	﹤0.01%	1226
2015 Q4	$6K	Hold	324	–	–	﹤0.01%	1083
2015 Q3	$6K	Hold	324	–	–	﹤0.01%	1083
2015 Q2	$5K	Buy	324 +24	+8%	+$361	﹤0.01%	1090
2015 Q1	$4K	Hold	300	–	–	﹤0.01%	1072
2014 Q4	$4K	Buy	+300	New	+$4.43K	﹤0.01%	976