Farther Finance Advisors’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 | $430K | Sell |
33,173
-8
| -0% | -$104 | 0.01% | 980 |
|
|
2025
Q1 | $413K | Sell |
33,181
-3
| -0% | -$37 | 0.01% | 867 |
|
|
2024
Q4 | $417K | Sell |
33,184
-102
| -0.3% | -$1.28K | 0.02% | 661 |
|
|
2024
Q3 | $428K | Sell |
33,286
-14
| -0% | -$180 | 0.02% | 661 |
|
|
2024
Q2 | $416K | Sell |
33,300
-320
| -1% | -$4K | 0.02% | 550 |
|
|
2024
Q1 | $416K | Sell |
33,620
-58
| -0.2% | -$717 | 0.03% | 444 |
|
|
2023
Q4 | $495K | Buy |
33,678
+3,762
| +13% | +$55.3K | 0.04% | 354 |
|
|
2023
Q3 | $354K | Hold |
29,916
| – | – | 0.06% | 263 |
|
|
2023
Q2 | $376K | Buy |
29,916
+13,400
| +81% | +$168K | 0.08% | 201 |
|
|
2023
Q1 | $209K | Buy |
16,516
+15,850
| +2,380% | +$200K | 0.06% | 257 |
|
|
2022
Q4 | $9.6K | Buy |
+666
| New | +$9.6K | ﹤0.01% | 958 |
|