B. Riley Wealth Advisors’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 | $231K | Buy |
+17,867
| New | +$231K | 0.01% | 798 |
|
|
2024
Q4 | $288K | Hold |
22,942
| – | – | 0.01% | 880 |
|
|
2024
Q3 | $290K | Buy |
22,942
+75
| +0.3% | +$949 | 0.01% | 972 |
|
|
2024
Q2 | $289K | Buy |
22,867
+19
| +0.1% | +$240 | 0.01% | 1047 |
|
|
2024
Q1 | $270K | Sell |
22,848
-19
| -0.1% | -$225 | 0.01% | 1095 |
|
|
2023
Q4 | $336K | Buy |
22,867
+19
| +0.1% | +$279 | 0.01% | 999 |
|
|
2023
Q3 | $270K | Sell |
22,848
-255
| -1% | -$3.01K | 0.01% | 1095 |
|
|
2023
Q2 | $290K | Buy |
23,103
+2,619
| +13% | +$32.9K | 0.01% | 1137 |
|
|
2023
Q1 | $259K | Buy |
20,484
+19
| +0.1% | +$240 | 0.01% | 1143 |
|
|
2022
Q4 | $295K | Buy |
20,465
+1,015
| +5% | +$14.6K | 0.01% | 1056 |
|
|
2022
Q3 | $253K | Buy |
+19,450
| New | +$253K | 0.01% | 1107 |
|