Cedar Brook Financial Partners’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 | – | Sell |
-72,398
| Closed | -$909K | – | 360 |
|
|
2024
Q1 | $909K | Buy |
72,398
+69
| +0.1% | +$867 | 0.18% | 135 |
|
|
2023
Q4 | $1M | Buy |
72,329
+5,158
| +8% | +$71.6K | 0.22% | 112 |
|
|
2023
Q3 | $794K | Sell |
67,171
-180
| -0.3% | -$2.13K | 0.21% | 116 |
|
|
2023
Q2 | $847K | Buy |
67,351
+314
| +0.5% | +$3.95K | 0.2% | 118 |
|
|
2023
Q1 | $847K | Buy |
67,037
+62
| +0.1% | +$783 | 0.22% | 115 |
|
|
2022
Q4 | $965K | Buy |
66,975
+5,908
| +10% | +$85.1K | 0.27% | 103 |
|
|
2022
Q3 | $794K | Buy |
61,067
+55
| +0.1% | +$715 | 0.26% | 101 |
|
|
2022
Q2 | $838K | Buy |
61,012
+56
| +0.1% | +$769 | 0.26% | 96 |
|
|
2022
Q1 | $1.01M | Sell |
60,956
-147
| -0.2% | -$2.44K | 0.26% | 92 |
|
|
2021
Q4 | $1.09M | Buy |
61,103
+3,241
| +6% | +$57.9K | 0.28% | 89 |
|
|
2021
Q3 | $1.1M | Buy |
57,862
+1,289
| +2% | +$24.6K | 0.33% | 78 |
|
|
2021
Q2 | $1.15M | Buy |
56,573
+35
| +0.1% | +$710 | 0.33% | 78 |
|
|
2021
Q1 | $1.15M | Buy |
56,538
+5,000
| +10% | +$102K | 0.4% | 65 |
|
|
2020
Q4 | $909K | Buy |
51,538
+135
| +0.3% | +$2.38K | 0.32% | 80 |
|
|
2020
Q3 | $755K | Buy |
51,403
+71
| +0.1% | +$1.04K | 0.3% | 92 |
|
|
2020
Q2 | $735K | Buy |
51,332
+16
| +0% | +$229 | 0.33% | 88 |
|
|
2020
Q1 | $784K | Buy |
51,316
+3,540
| +7% | +$54.1K | 0.44% | 66 |
|
|
2019
Q4 | $940K | Buy |
47,776
+33
| +0.1% | +$649 | 0.4% | 69 |
|
|
2019
Q3 | $860K | Buy |
47,743
+49
| +0.1% | +$883 | 0.38% | 82 |
|
|
2019
Q2 | $862K | Buy |
47,694
+36
| +0.1% | +$651 | 0.4% | 77 |
|
|
2019
Q1 | $785K | Buy |
47,658
+34
| +0.1% | +$560 | 0.38% | 77 |
|
|
2018
Q4 | $768K | Buy |
+47,624
| New | +$768K | 0.47% | 66 |
|