Concourse Financial Group Securities’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$187 | – | 7562 |
|
|
2024
Q4 | $187 | Sell |
15
-41
| -73% | -$511 | ﹤0.01% | 2196 |
|
|
2024
Q3 | $720 | Buy |
56
+25
| +81% | +$321 | ﹤0.01% | 2102 |
|
|
2024
Q2 | $391 | Buy |
+31
| New | +$391 | ﹤0.01% | 2218 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7949 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7882 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7684 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7492 |
|
|
2023
Q1 | – | Sell |
-285
| Closed | -$4.11K | – | 7230 |
|
|
2022
Q4 | $4.11K | Hold |
285
| – | – | ﹤0.01% | 1897 |
|
|
2022
Q3 | $4K | Buy |
+285
| New | +$4K | ﹤0.01% | 1697 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6982 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6847 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6759 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6546 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6313 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6093 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5904 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5689 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5538 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5487 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5401 |
|
|
2019
Q3 | – | Sell |
-306
| Closed | -$6K | – | 5236 |
|
|
2019
Q2 | $6K | Hold |
306
| – | – | ﹤0.01% | 1685 |
|
|
2019
Q1 | $5K | Buy |
+306
| New | +$5K | ﹤0.01% | 1757 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5124 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4939 |
|