Covestor’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 | $215K | Buy |
16,594
+201
| +1% | +$2.6K | 0.13% | 150 |
|
|
2025
Q1 | $203K | Sell |
16,393
-1,627
| -9% | -$20.1K | 0.14% | 154 |
|
|
2024
Q4 | $226K | Buy |
18,020
+3,121
| +21% | +$39.1K | 0.14% | 126 |
|
|
2024
Q3 | $192K | Sell |
14,899
-1,187
| -7% | -$15.3K | 0.12% | 187 |
|
|
2024
Q2 | $203K | Buy |
16,086
+1,577
| +11% | +$19.9K | 0.13% | 158 |
|
|
2024
Q1 | $182K | Sell |
14,509
-1,928
| -12% | -$24.2K | 0.12% | 198 |
|
|
2023
Q4 | $241K | Sell |
16,437
-74
| -0.4% | -$1.09K | 0.16% | 80 |
|
|
2023
Q3 | $195K | Buy |
16,511
+575
| +4% | +$6.79K | 0.15% | 116 |
|
|
2023
Q2 | $200K | Buy |
15,936
+3,348
| +27% | +$42K | 0.15% | 118 |
|
|
2023
Q1 | $159K | Sell |
12,588
-522
| -4% | -$6.59K | 0.14% | 179 |
|
|
2022
Q4 | $189K | Buy |
13,110
+1,188
| +10% | +$17.1K | 0.15% | 131 |
|
|
2022
Q3 | $155K | Buy |
11,922
+11,397
| +2,171% | +$148K | 0.14% | 148 |
|
|
2022
Q2 | $7K | Hold |
525
| – | – | 0.01% | 1322 |
|
|
2022
Q1 | $9K | Buy |
525
+232
| +79% | +$3.98K | 0.01% | 1362 |
|
|
2021
Q4 | $5K | Buy |
+293
| New | +$5K | 0.01% | 1344 |
|