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 |
|
|||||
|
2024
Q1 | $629K | Hold |
|
|||||
|
2023
Q4 | $736K | Hold |
|
|||||
|
2023
Q3 | $592K | Hold |
|
|||||
|
2023
Q2 | $630K | Sell |
|
|||||
|
2023
Q1 | $722K | Hold |
|
|||||
|
2022
Q4 | $722K | Buy |
|
|||||
|
2022
Q3 | $651K | Hold |
|
|||||
|
2022
Q2 | $688K | Hold |
|
|||||
|
2022
Q1 | $832K | Hold |
|
|||||
|
2021
Q4 | $895K | Hold |
|
|||||
|
2021
Q3 | $955K | Hold |
|
|||||
|
2021
Q2 | $1.02M | Hold |
|
|||||
|
2021
Q1 | $1.02M | Sell |
|
|||||
|
2020
Q4 | $890K | Buy |
|
|||||
|
2020
Q3 | $740K | Hold |
|
|||||
|
2020
Q2 | $721K | Sell |
|
|||||
|
2020
Q1 | $789K | Hold |
|
|||||
|
2019
Q4 | $1.02M | Hold |
|
|||||
|
2019
Q3 | $931K | Hold |
|
|||||
|
2019
Q2 | $934K | Hold |
|
|||||
|
2019
Q1 | $851K | Hold |
|
|||||
|
2018
Q4 | $833K | Buy |
|