Buckingham Strategic Wealth’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$13 | 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% | -$7.53K | 0.05% | 231 |
|
|
2020
Q4 | $890K | Buy |
50,461
+91
| +0.2% | +$1.61K | 0.05% | 234 |
|
|
2020
Q3 | $740K | Hold |
50,370
| – | – | 0.06% | 212 |
|
|
2020
Q2 | $721K | Sell |
50,370
-1,300
| -3% | -$18.6K | 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 | +$833K | 0.13% | 137 |
|