Creative Planning’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 | $972K | Buy |
75,076
+40,594
| +118% | +$526K | ﹤0.01% | 1865 |
|
|
2025
Q1 | $427K | Sell |
34,482
-15,539
| -31% | -$193K | ﹤0.01% | 2433 |
|
|
2024
Q4 | $628K | Buy |
50,021
+6,203
| +14% | +$77.9K | ﹤0.01% | 2017 |
|
|
2024
Q3 | $564K | Buy |
43,818
+5,350
| +14% | +$68.8K | ﹤0.01% | 1991 |
|
|
2024
Q2 | $485K | Buy |
38,468
+6,157
| +19% | +$77.7K | ﹤0.01% | 1962 |
|
|
2024
Q1 | $406K | Buy |
32,311
+4,242
| +15% | +$53.3K | ﹤0.01% | 2007 |
|
|
2023
Q4 | $412K | Buy |
28,069
+6,406
| +30% | +$94.1K | ﹤0.01% | 1836 |
|
|
2023
Q3 | $256K | Sell |
21,663
-1,653
| -7% | -$19.5K | ﹤0.01% | 2053 |
|
|
2023
Q2 | $293K | Buy |
23,316
+10,995
| +89% | +$138K | ﹤0.01% | 1920 |
|
|
2023
Q1 | $156K | Buy |
12,321
+2,219
| +22% | +$28K | ﹤0.01% | 2170 |
|
|
2022
Q4 | $146K | Sell |
10,102
-2,320
| -19% | -$33.4K | ﹤0.01% | 2081 |
|
|
2022
Q3 | $161K | Buy |
+12,422
| New | +$161K | ﹤0.01% | 1947 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$31K | – | 3432 |
|
|
2017
Q2 | $31K | Hold |
2,000
| – | – | ﹤0.01% | 2842 |
|
|
2017
Q1 | $33K | Hold |
2,000
| – | – | ﹤0.01% | 2746 |
|
|
2016
Q4 | $38K | Hold |
2,000
| – | – | ﹤0.01% | 2593 |
|
|
2016
Q3 | $36K | Hold |
2,000
| – | – | ﹤0.01% | 2601 |
|
|
2016
Q2 | $34K | Sell |
2,000
-900
| -31% | -$15.3K | ﹤0.01% | 2393 |
|
|
2016
Q1 | $50K | Sell |
2,900
-700
| -19% | -$12.1K | ﹤0.01% | 2102 |
|
|
2015
Q4 | $68K | Hold |
3,600
| – | – | ﹤0.01% | 1854 |
|
|
2015
Q3 | $62K | Buy |
+3,600
| New | +$62K | ﹤0.01% | 1880 |
|
|
2015
Q2 | – | Sell |
-3,600
| Closed | -$53K | – | 2696 |
|
|
2015
Q1 | $53K | Buy |
3,600
+700
| +24% | +$10.3K | ﹤0.01% | 1983 |
|
|
2014
Q4 | $43K | Sell |
2,900
-300
| -9% | -$4.45K | ﹤0.01% | 2093 |
|
|
2014
Q3 | $46K | Buy |
3,200
+300
| +10% | +$4.31K | ﹤0.01% | 1962 |
|
|
2014
Q2 | $41K | Hold |
2,900
| – | – | ﹤0.01% | 1985 |
|
|
2014
Q1 | $36K | Hold |
2,900
| – | – | ﹤0.01% | 2000 |
|
|
2013
Q4 | $35K | Sell |
2,900
-250
| -8% | -$3.02K | ﹤0.01% | 1836 |
|
|
2013
Q3 | $38K | Hold |
3,150
| – | – | ﹤0.01% | 1693 |
|
|
2013
Q2 | $35K | Buy |
+3,150
| New | +$35K | ﹤0.01% | 1586 |
|