B. Riley Wealth Advisors’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $231K | Buy |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $290K | Buy |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $253K | Buy |
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