Commonwealth Equity Services’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Buy	18,442 +3,576	+24%	+$50.6K	﹤0.01%	3756
2025 Q4	$199K	Buy	14,866 +3,055	+26%	+$41.8K	﹤0.01%	3989
2025 Q3	$156K	Sell	11,811 -766	-6%	-$10.1K	﹤0.01%	4009
2025 Q2	$163K	Buy	12,577 +442	+4%	+$5.69K	﹤0.01%	3973
2025 Q1	$150K	Buy	12,135 +573	+5%	+$7.34K	﹤0.01%	3916
2024 Q4	$145K	Sell	11,562 -2,421	-17%	-$32.2K	﹤0.01%	3838
2024 Q3	$180K	Buy	13,983 +1,095	+8%	+$14.4K	﹤0.01%	3744
2024 Q2	$163K	Sell	12,888 -845	-6%	-$10.6K	﹤0.01%	3698
2024 Q1	$172K	Buy	13,733 +227	+2%	+$3K	﹤0.01%	3677
2023 Q4	$198K	Buy	13,506 +39	+0.3%	+$504	﹤0.01%	3512
2023 Q3	$159K	Sell	13,467 -198	-1%	-$2.65K	﹤0.01%	3464
2023 Q2	$172K	Buy	13,665 +2,037	+18%	+$24.7K	﹤0.01%	3449
2023 Q1	$146	Buy	11,628 +1,016	+10%	+$14.2K	﹤0.01%	3414
2022 Q4	$152K	Buy	+10,612	New	+$145K	﹤0.01%	3323
2022 Q2	–	Sell	-11,021	Closed	-$182K	–	3795
2022 Q1	$182K	Buy	+11,021	New	+$190K	﹤0.01%	3365