Bank of Montreal’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,837
| Closed | -$199K | – | 3277 |
|
|
2024
Q4 | $199K | Sell |
15,837
-29,578
| -65% | -$371K | ﹤0.01% | 2471 |
|
|
2024
Q3 | $583K | Buy |
+45,415
| New | +$583K | ﹤0.01% | 2038 |
|
|
2022
Q2 | – | Sell |
-11,495
| Closed | -$194K | – | 3833 |
|
|
2022
Q1 | $194K | Sell |
11,495
-997
| -8% | -$16.8K | ﹤0.01% | 3000 |
|
|
2021
Q4 | $225K | Sell |
12,492
-1,808
| -13% | -$32.6K | ﹤0.01% | 2848 |
|
|
2021
Q3 | $279K | Buy |
14,300
+2,146
| +18% | +$41.9K | ﹤0.01% | 2985 |
|
|
2021
Q2 | $254K | Sell |
12,154
-50
| -0.4% | -$1.05K | ﹤0.01% | 2995 |
|
|
2021
Q1 | $250K | Buy |
12,204
+94
| +0.8% | +$1.93K | ﹤0.01% | 2652 |
|
|
2020
Q4 | $225K | Buy |
12,110
+10,250
| +551% | +$190K | ﹤0.01% | 2724 |
|
|
2020
Q3 | $29K | Sell |
1,860
-3,899
| -68% | -$60.8K | ﹤0.01% | 3261 |
|
|
2020
Q2 | $77K | Buy |
5,759
+3,270
| +131% | +$43.7K | ﹤0.01% | 2859 |
|
|
2020
Q1 | $34K | Buy |
2,489
+606
| +32% | +$8.28K | ﹤0.01% | 2759 |
|
|
2019
Q4 | $37K | Sell |
1,883
-118
| -6% | -$2.32K | ﹤0.01% | 3474 |
|
|
2019
Q3 | $36K | Sell |
2,001
-213
| -10% | -$3.83K | ﹤0.01% | 3298 |
|
|
2019
Q2 | $40K | Buy |
2,214
+342
| +18% | +$6.18K | ﹤0.01% | 3344 |
|
|
2019
Q1 | $30K | Sell |
1,872
-19
| -1% | -$304 | ﹤0.01% | 3137 |
|
|
2018
Q4 | $31K | Sell |
1,891
-2,207
| -54% | -$36.2K | ﹤0.01% | 3134 |
|
|
2018
Q3 | $61K | Sell |
4,098
-2,521
| -38% | -$37.5K | ﹤0.01% | 2998 |
|
|
2018
Q2 | $104K | Buy |
6,619
+2,108
| +47% | +$33.1K | ﹤0.01% | 2800 |
|
|
2018
Q1 | $67K | Buy |
4,511
+820
| +22% | +$12.2K | ﹤0.01% | 2864 |
|
|
2017
Q4 | $55K | Buy |
3,691
+683
| +23% | +$10.2K | ﹤0.01% | 2933 |
|
|
2017
Q3 | $49K | Buy |
3,008
+383
| +15% | +$6.24K | ﹤0.01% | 2967 |
|
|
2017
Q2 | $41K | Buy |
2,625
+355
| +16% | +$5.55K | ﹤0.01% | 3001 |
|
|
2017
Q1 | $38K | Sell |
2,270
-418
| -16% | -$7K | ﹤0.01% | 2918 |
|
|
2016
Q4 | $50K | Sell |
2,688
-248
| -8% | -$4.61K | ﹤0.01% | 2816 |
|
|
2016
Q3 | $52K | Buy |
2,936
+31
| +1% | +$549 | ﹤0.01% | 2780 |
|
|
2016
Q2 | $50K | Sell |
2,905
-334
| -10% | -$5.75K | ﹤0.01% | 2797 |
|
|
2016
Q1 | $56K | Buy |
3,239
+1,158
| +56% | +$20K | ﹤0.01% | 2788 |
|
|
2015
Q4 | $39K | Buy |
+2,081
| New | +$39K | ﹤0.01% | 2928 |
|