Farther Finance Advisors’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Buy	35,249 +60	+0.2%	+$848	﹤0.01%	1391
2025 Q4	$471K	Sell	35,189 -813	-2%	-$11.1K	0.01%	1345
2025 Q3	$474K	Buy	36,002 +2,829	+9%	+$37.4K	0.01%	1101
2025 Q2	$430K	Sell	33,173 -8	-0%	-$103	0.01%	983
2025 Q1	$413K	Sell	33,181 -3	-0%	-$38	0.01%	868
2024 Q4	$417K	Sell	33,184 -102	-0.3%	-$1.36K	0.02%	661
2024 Q3	$428K	Sell	33,286 -14	-0%	-$184	0.02%	662
2024 Q2	$416K	Sell	33,300 -320	-1%	-$4.03K	0.02%	550
2024 Q1	$416K	Sell	33,620 -58	-0.2%	-$767	0.03%	444
2023 Q4	$495K	Buy	33,678 +3,762	+13%	+$48.6K	0.04%	354
2023 Q3	$354K	Hold	29,916	–	–	0.06%	263
2023 Q2	$376K	Buy	29,916 +13,400	+81%	+$162K	0.08%	201
2023 Q1	$209K	Buy	16,516 +15,850	+2,380%	+$221K	0.06%	257
2022 Q4	$9.6K	Buy	+666	New	+$9.1K	﹤0.01%	958