Allworth 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 | $18.8K | Buy |
1,453
+517
| +55% | +$6.7K | ﹤0.01% | 2548 |
|
|
2025
Q1 | $12.1K | Sell |
936
-606
| -39% | -$7.84K | ﹤0.01% | 2332 |
|
|
2024
Q4 | $19.3K | Sell |
1,542
-633
| -29% | -$7.91K | ﹤0.01% | 2128 |
|
|
2024
Q3 | $28K | Buy |
2,175
+733
| +51% | +$9.43K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $19.5K | Sell |
1,442
-10
| -0.7% | -$135 | ﹤0.01% | 1898 |
|
|
2024
Q1 | $18.2K | Sell |
1,452
-69
| -5% | -$867 | ﹤0.01% | 1821 |
|
|
2023
Q4 | $22.3K | Buy |
1,521
+927
| +156% | +$13.6K | ﹤0.01% | 1587 |
|
|
2023
Q3 | $7.02K | Buy |
594
+18
| +3% | +$213 | ﹤0.01% | 1971 |
|
|
2023
Q2 | $7.24K | Buy |
576
+251
| +77% | +$3.16K | ﹤0.01% | 1961 |
|
|
2023
Q1 | $4.11K | Sell |
325
-23
| -7% | -$291 | ﹤0.01% | 2116 |
|
|
2022
Q4 | $5.02K | Sell |
348
-165
| -32% | -$2.38K | ﹤0.01% | 1896 |
|
|
2022
Q3 | $7K | Buy |
513
+197
| +62% | +$2.69K | ﹤0.01% | 1792 |
|
|
2022
Q2 | $4K | Buy |
+316
| New | +$4K | ﹤0.01% | 1844 |
|