Corient Private Wealth’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 | $288K | Buy |
22,234
+11,227
| +102% | +$145K | ﹤0.01% | 2098 |
|
|
2025
Q1 | $136K | Sell |
11,007
-648
| -6% | -$8.03K | ﹤0.01% | 2129 |
|
|
2024
Q4 | $146K | Buy |
+11,655
| New | +$146K | ﹤0.01% | 2178 |
|
|
2023
Q2 | – | Sell |
-10,684
| Closed | -$134K | – | 2141 |
|
|
2023
Q1 | $134K | Buy |
+10,684
| New | +$134K | ﹤0.01% | 1839 |
|