Creative Planning’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
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|
2025
Q1 | $427K | Sell |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $156K | Buy |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $161K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $33K | Hold |
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|
2016
Q4 | $38K | Hold |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $34K | Sell |
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|
2016
Q1 | $50K | Sell |
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|
2015
Q4 | $68K | Hold |
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|
2015
Q3 | $62K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $53K | Buy |
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|
2014
Q4 | $43K | Sell |
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|
2014
Q3 | $46K | Buy |
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|
2014
Q2 | $41K | Hold |
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|
2014
Q1 | $36K | Hold |
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|
2013
Q4 | $35K | Sell |
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|
2013
Q3 | $38K | Hold |
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|
2013
Q2 | $35K | Buy |
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