Capital Advisors Ltd’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Buy |
14,171
+13,714
| +3,001% | +$178K | 0.02% | 284 |
|
|
2025
Q1 | $6K | Buy |
457
+19
| +4% | +$249 | ﹤0.01% | 898 |
|
|
2024
Q4 | $6K | Buy |
438
+215
| +96% | +$2.95K | ﹤0.01% | 922 |
|
|
2024
Q3 | $3K | Hold |
223
| – | – | ﹤0.01% | 1020 |
|
|
2024
Q2 | $3K | Buy |
223
+32
| +17% | +$430 | ﹤0.01% | 1014 |
|
|
2024
Q1 | $2K | Buy |
191
+20
| +12% | +$209 | ﹤0.01% | 1079 |
|
|
2023
Q4 | $3K | Sell |
171
-31
| -15% | -$544 | ﹤0.01% | 968 |
|
|
2023
Q3 | $2K | Sell |
202
-278
| -58% | -$2.75K | ﹤0.01% | 1044 |
|
|
2023
Q2 | $6K | Buy |
480
+138
| +40% | +$1.73K | ﹤0.01% | 807 |
|
|
2023
Q1 | $4K | Buy |
342
+276
| +418% | +$3.23K | ﹤0.01% | 771 |
|
|
2022
Q4 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 1096 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | – | – | 1195 |
|
|
2021
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 931 |
|