Cornerstone Planning Group’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
$450 Hold
35
﹤0.01% 1329
2025
Q1
$447 Buy
+35
New +$447 ﹤0.01% 1333