EverSource Wealth Advisors’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7K | Buy |
1,755
+1,129
| +180% | +$14.6K | ﹤0.01% | 2191 |
|
|
2025
Q1 | $7.76K | Buy |
626
+300
| +92% | +$3.72K | ﹤0.01% | 2259 |
|
|
2024
Q4 | $4.09K | Buy |
326
+78
| +31% | +$980 | ﹤0.01% | 2437 |
|
|
2024
Q3 | $3.19K | Sell |
248
-18
| -7% | -$232 | ﹤0.01% | 2398 |
|
|
2024
Q2 | $3.61K | Buy |
266
+126
| +90% | +$1.71K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $1.68K | Buy |
140
+84
| +150% | +$1.01K | ﹤0.01% | 2436 |
|
|
2023
Q4 | $822 | Buy |
56
+31
| +124% | +$455 | ﹤0.01% | 2436 |
|
|
2023
Q3 | $296 | Hold |
25
| – | – | ﹤0.01% | 2431 |
|
|
2023
Q2 | $314 | Buy |
+25
| New | +$314 | ﹤0.01% | 2393 |
|