Commonwealth Equity Services’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 | $163K | Buy |
12,577
+442
| +4% | +$5.73K | ﹤0.01% | 3973 |
|
2025
Q1 | $150K | Buy |
12,135
+573
| +5% | +$7.08K | ﹤0.01% | 3916 |
|
2024
Q4 | $145K | Sell |
11,562
-2,421
| -17% | -$30.4K | ﹤0.01% | 3838 |
|
2024
Q3 | $180K | Buy |
13,983
+1,095
| +8% | +$14.1K | ﹤0.01% | 3744 |
|
2024
Q2 | $163K | Sell |
12,888
-845
| -6% | -$10.7K | ﹤0.01% | 3698 |
|
2024
Q1 | $172K | Buy |
13,733
+227
| +2% | +$2.84K | ﹤0.01% | 3677 |
|
2023
Q4 | $198K | Buy |
13,506
+39
| +0.3% | +$572 | ﹤0.01% | 3512 |
|
2023
Q3 | $159K | Sell |
13,467
-198
| -1% | -$2.34K | ﹤0.01% | 3464 |
|
2023
Q2 | $172K | Buy |
13,665
+2,037
| +18% | +$25.6K | ﹤0.01% | 3449 |
|
2023
Q1 | $146 | Buy |
11,628
+1,016
| +10% | +$13 | ﹤0.01% | 3414 |
|
2022
Q4 | $152K | Buy |
+10,612
| New | +$152K | ﹤0.01% | 3323 |
|
2022
Q2 | – | Sell |
-11,021
| Closed | -$182K | – | 3795 |
|
2022
Q1 | $182K | Buy |
+11,021
| New | +$182K | ﹤0.01% | 3365 |
|