Envestnet Asset Management’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 | $238K | Buy |
18,370
+148
| +0.8% | +$1.92K | ﹤0.01% | 4153 |
|
|
2025
Q1 | $226K | Sell |
18,222
-2,092
| -10% | -$25.9K | ﹤0.01% | 4084 |
|
|
2024
Q4 | $255K | Sell |
20,314
-2,622
| -11% | -$32.9K | ﹤0.01% | 3975 |
|
|
2024
Q3 | $295K | Sell |
22,936
-856
| -4% | -$11K | ﹤0.01% | 3832 |
|
|
2024
Q2 | $300K | Buy |
23,792
+1,862
| +8% | +$23.5K | ﹤0.01% | 3735 |
|
|
2024
Q1 | $275K | Buy |
+21,930
| New | +$275K | ﹤0.01% | 3768 |
|
|
2023
Q4 | – | Sell |
-10,371
| Closed | -$123K | – | 4164 |
|
|
2023
Q3 | $123K | Sell |
10,371
-1,428
| -12% | -$16.9K | ﹤0.01% | 3840 |
|
|
2023
Q2 | $148K | Buy |
+11,799
| New | +$148K | ﹤0.01% | 3776 |
|
|
2020
Q1 | – | Sell |
-27,484
| Closed | -$541K | – | 3131 |
|
|
2019
Q4 | $541K | Buy |
27,484
+6,698
| +32% | +$132K | ﹤0.01% | 2412 |
|
|
2019
Q3 | $375K | Sell |
20,786
-4,404
| -17% | -$79.5K | ﹤0.01% | 2527 |
|
|
2019
Q2 | $455K | Sell |
25,190
-2,138
| -8% | -$38.6K | ﹤0.01% | 2444 |
|
|
2019
Q1 | $450K | Buy |
+27,328
| New | +$450K | ﹤0.01% | 2412 |
|