Frank Rimerman 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 | $608K | Buy |
46,988
+26,861
| +133% | +$348K | 0.04% | 304 |
|
|
2025
Q1 | $249K | Buy |
20,127
+4,250
| +27% | +$52.7K | 0.02% | 455 |
|
|
2024
Q4 | $199K | Buy |
15,877
+3,406
| +27% | +$42.8K | 0.01% | 508 |
|
|
2024
Q3 | $160K | Sell |
12,471
-18,198
| -59% | -$234K | 0.01% | 522 |
|
|
2024
Q2 | $387K | Buy |
+30,669
| New | +$387K | 0.03% | 399 |
|