Buckingham Strategic Wealth’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$632K	Hold	50,091	–	–	0.01%	419
2024 Q1	$629K	Hold	50,091	–	–	0.01%	416
2023 Q4	$736K	Hold	50,091	–	–	0.01%	369
2023 Q3	$592K	Hold	50,091	–	–	0.01%	386
2023 Q2	$630K	Sell	50,091 -1	-0%	-$12	0.01%	374
2023 Q1	$722K	Hold	50,092	–	–	0.01%	315
2022 Q4	$722K	Buy	50,092 +1	+0%	+$14	0.01%	317
2022 Q3	$651K	Hold	50,091	–	–	0.01%	314
2022 Q2	$688K	Hold	50,091	–	–	0.01%	310
2022 Q1	$832K	Hold	50,091	–	–	0.02%	273
2021 Q4	$895K	Hold	50,091	–	–	0.02%	271
2021 Q3	$955K	Hold	50,091	–	–	0.02%	262
2021 Q2	$1.02M	Hold	50,091	–	–	0.02%	249
2021 Q1	$1.02M	Sell	50,091 -370	-0.7%	-$7.21K	0.05%	231
2020 Q4	$890K	Buy	50,461 +91	+0.2%	+$1.51K	0.05%	234
2020 Q3	$740K	Hold	50,370	–	–	0.06%	212
2020 Q2	$721K	Sell	50,370 -1,300	-3%	-$18.7K	0.07%	179
2020 Q1	$789K	Hold	51,670	–	–	0.08%	192
2019 Q4	$1.02M	Hold	51,670	–	–	0.1%	157
2019 Q3	$931K	Hold	51,670	–	–	0.1%	152
2019 Q2	$934K	Hold	51,670	–	–	0.1%	153
2019 Q1	$851K	Hold	51,670	–	–	0.11%	155
2018 Q4	$833K	Buy	+51,670	New	+$792K	0.13%	137