Envestnet Asset Management’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 | $238K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $123K | Sell |
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|
2023
Q2 | $148K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $541K | Buy |
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|
2019
Q3 | $375K | Sell |
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|
2019
Q2 | $455K | Sell |
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|
2019
Q1 | $450K | Buy |
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