Fidelity Investments’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 | $254K | Buy |
18,043
+6,796
| +60% | +$96.1K | ﹤0.01% | 3385 |
|
|
2025
Q4 | $150K | Buy |
11,247
+1,963
| +21% | +$26.9K | ﹤0.01% | 3560 |
|
|
2025
Q3 | $122K | Buy |
9,284
+135
| +1% | +$1.78K | ﹤0.01% | 3586 |
|
|
2025
Q2 | $118K | Buy |
9,149
+1,728
| +23% | +$22.3K | ﹤0.01% | 3542 |
|
|
2025
Q1 | $91.9K | Sell |
7,421
-3,498
| -32% | -$44.8K | ﹤0.01% | 3592 |
|
|
2024
Q4 | $137K | Buy |
10,919
+4,264
| +64% | +$56.7K | ﹤0.01% | 3407 |
|
|
2024
Q3 | $85.6K | Buy |
6,655
+443
| +7% | +$5.83K | ﹤0.01% | 3544 |
|
|
2024
Q2 | $78.4K | Buy |
6,212
+1,237
| +25% | +$15.6K | ﹤0.01% | 3400 |
|
|
2024
Q1 | $62.5K | Buy |
4,975
+1,721
| +53% | +$22.8K | ﹤0.01% | 3477 |
|
|
2023
Q4 | $47.8K | Buy |
3,254
+1,911
| +142% | +$24.7K | ﹤0.01% | 3531 |
|
|
2023
Q3 | $15.9K | Buy |
1,343
+67
| +5% | +$898 | ﹤0.01% | 3921 |
|
|
2023
Q2 | $16K | Sell |
1,276
-56,883
| -98% | -$690K | ﹤0.01% | 3962 |
|
|
2023
Q1 | $735K | Buy |
58,159
+6,278
| +12% | +$87.6K | ﹤0.01% | 2584 |
|
|
2022
Q4 | $748K | Buy |
51,881
+900
| +2% | +$12.3K | ﹤0.01% | 2613 |
|
|
2022
Q3 | $663K | Buy |
50,981
+6,076
| +14% | +$86.1K | ﹤0.01% | 2701 |
|
|
2022
Q2 | $616K | Buy |
44,905
+42,309
| +1,630% | +$623K | ﹤0.01% | 2787 |
|
|
2022
Q1 | $43K | Buy |
2,596
+2,586
| +25,860% | +$44.5K | ﹤0.01% | 3733 |
|
|
2021
Q4 | $0 | Sell |
10
-31,997
| -100% | -$610K | ﹤0.01% | 4919 |
|
|
2021
Q3 | $610K | Sell |
32,007
-23,348
| -42% | -$456K | ﹤0.01% | 2758 |
|
|
2021
Q2 | $1.12M | Sell |
55,355
-12,445
| -18% | -$259K | ﹤0.01% | 2643 |
|
|
2021
Q1 | $1.38M | Sell |
67,800
-29,000
| -30% | -$565K | ﹤0.01% | 2533 |
|
|
2020
Q4 | $1.71M | Sell |
96,800
-42,500
| -31% | -$707K | ﹤0.01% | 2432 |
|
|
2020
Q3 | $2.05M | Sell |
139,300
-15,925
| -10% | -$232K | ﹤0.01% | 2302 |
|
|
2020
Q2 | $2.22M | Buy |
155,225
+58,878
| +61% | +$848K | ﹤0.01% | 2260 |
|
|
2020
Q1 | $1.47M | Sell |
96,347
-18,170
| -16% | -$356K | ﹤0.01% | 2251 |
|
|
2019
Q4 | $2.25M | Sell |
114,517
-1,399
| -1% | -$27K | ﹤0.01% | 2228 |
|
|
2019
Q3 | $2.09M | Buy |
115,916
+8,902
| +8% | +$160K | ﹤0.01% | 2259 |
|
|
2019
Q2 | $1.93M | Sell |
107,014
-9,742
| -8% | -$166K | ﹤0.01% | 2335 |
|
|
2019
Q1 | $1.92M | Sell |
116,756
-1,202
| -1% | -$20.1K | ﹤0.01% | 2301 |
|
|
2018
Q4 | $1.9M | Sell |
117,958
-1,227
| -1% | -$18.8K | ﹤0.01% | 2289 |
|
|
2018
Q3 | $1.79M | Buy |
119,185
+385
| +0.3% | +$6.01K | ﹤0.01% | 2389 |
|
|
2018
Q2 | $1.87M | Sell |
118,800
-320,800
| -73% | -$4.96M | ﹤0.01% | 2355 |
|
|
2018
Q1 | $6.46M | Sell |
439,600
-575,662
| -57% | -$8.62M | ﹤0.01% | 2088 |
|
|
2017
Q4 | $15.2M | Sell |
1,015,262
-1,035,000
| -50% | -$15.9M | ﹤0.01% | 1818 |
|
|
2017
Q3 | $33.1M | Sell |
2,050,262
-43,900
| -2% | -$680K | ﹤0.01% | 1507 |
|
|
2017
Q2 | $32.4M | Sell |
2,094,162
-13,800
| -0.7% | -$223K | ﹤0.01% | 1485 |
|
|
2017
Q1 | $35M | Buy |
2,107,962
+105,200
| +5% | +$1.84M | ﹤0.01% | 1474 |
|
|
2016
Q4 | $38.1M | Buy |
2,002,762
+658,172
| +49% | +$12.1M | 0.01% | 1418 |
|
|
2016
Q3 | $23.9M | Sell |
1,344,590
-311,250
| -19% | -$5.59M | ﹤0.01% | 1600 |
|
|
2016
Q2 | $28.5M | Sell |
1,655,840
-376,468
| -19% | -$6.71M | ﹤0.01% | 1517 |
|
|
2016
Q1 | $35.3M | Sell |
2,032,308
-1,395,230
| -41% | -$23.8M | ﹤0.01% | 1397 |
|
|
2015
Q4 | $64.5M | Buy |
3,427,538
+228,696
| +7% | +$4.19M | 0.01% | 1160 |
|
|
2015
Q3 | $55.2M | Sell |
3,198,842
-1,004,214
| -24% | -$17M | 0.01% | 1209 |
|
|
2015
Q2 | $70.7M | Buy |
4,203,056
+174,227
| +4% | +$2.62M | 0.01% | 1191 |
|
|
2015
Q1 | $59.1M | Buy |
4,028,829
+676,996
| +20% | +$9.7M | 0.01% | 1263 |
|
|
2014
Q4 | $49.9M | Buy |
3,351,833
+116,190
| +4% | +$1.72M | 0.01% | 1325 |
|
|
2014
Q3 | $46.3M | Buy |
3,235,643
+2,434,550
| +304% | +$34.1M | 0.01% | 1338 |
|
|
2014
Q2 | $11.4M | Sell |
801,093
-25,457
| -3% | -$342K | ﹤0.01% | 2021 |
|
|
2014
Q1 | $10.3M | Buy |
826,550
+34,850
| +4% | +$414K | ﹤0.01% | 2011 |
|
|
2013
Q4 | $9.59M | Sell |
791,700
-12,200
| -2% | -$146K | ﹤0.01% | 1981 |
|
|
2013
Q3 | $9.62M | Buy |
803,900
+312,390
| +64% | +$3.6M | ﹤0.01% | 1953 |
|
|
2013
Q2 | $5.5M | Buy |
+491,510
| New | +$5.33M | ﹤0.01% | 2113 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM