Cetera Investment Advisers’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 | $411K | Buy |
31,762
+625
| +2% | +$8.09K | ﹤0.01% | 3118 |
|
|
2025
Q1 | $386K | Buy |
31,137
+837
| +3% | +$10.4K | ﹤0.01% | 3063 |
|
|
2024
Q4 | $381K | Sell |
30,300
-3,754
| -11% | -$47.2K | ﹤0.01% | 2914 |
|
|
2024
Q3 | $438K | Buy |
34,054
+14,119
| +71% | +$182K | ﹤0.01% | 2752 |
|
|
2024
Q2 | $252K | Sell |
19,935
-962
| -5% | -$12.1K | ﹤0.01% | 3195 |
|
|
2024
Q1 | $262K | Buy |
+20,897
| New | +$262K | ﹤0.01% | 3155 |
|
|
2023
Q4 | – | Sell |
-11,628
| Closed | -$137K | – | 2324 |
|
|
2023
Q3 | $137K | Sell |
11,628
-204
| -2% | -$2.41K | ﹤0.01% | 2050 |
|
|
2023
Q2 | $149K | Buy |
+11,832
| New | +$149K | ﹤0.01% | 2038 |
|