Global Retirement Partners’s TFS Financial TFSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$14.5K Buy
1,082
+241
+29% +$3.3K ﹤0.01% 3013
2025
Q3
$11.1K Sell
841
-645
-43% -$8.53K ﹤0.01% 2659
2025
Q2
$19.2K Buy
+1,486
New +$19.1K ﹤0.01% 2310
2024
Q4
$23.5K Sell
1,870
-3,053
-62% -$40.6K ﹤0.01% 2004
2024
Q3
$63.3K Sell
4,923
-371
-7% -$4.89K ﹤0.01% 1449
2024
Q2
$66.8K Buy
5,294
+112
+2% +$1.41K ﹤0.01% 1386
2024
Q1
$65.1K Buy
5,182
+147
+3% +$1.95K ﹤0.01% 1281
2023
Q4
$68.3K Buy
5,035
+160
+3% +$2.07K ﹤0.01% 1218
2023
Q3
$56.3K Sell
4,875
-129
-3% -$1.73K ﹤0.01% 1215
2023
Q2
$62.9K Buy
5,004
+172
+4% +$2.08K ﹤0.01% 1161
2023
Q1
$54.8K Buy
4,832
+1,806
+60% +$25.2K ﹤0.01% 1192
2022
Q4
$43.6K Buy
3,026
+2,146
+244% +$29.3K ﹤0.01% 1146
2022
Q3
$12K Buy
880
+345
+64% +$4.89K ﹤0.01% 1619
2022
Q2
$7K Hold
535
﹤0.01% 1795
2022
Q1
$8K Buy
+535
New +$9.2K ﹤0.01% 1737
2021
Q4
Sell
-535
Closed -$10K 1639
2021
Q3
$10K Hold
535
﹤0.01% 1427
2021
Q2
$11K Hold
535
﹤0.01% 1361
2021
Q1
$11K Sell
535
-250
-32% -$4.87K ﹤0.01% 1277
2020
Q4
$14K Hold
785
﹤0.01% 1171
2020
Q3
$12K Hold
785
﹤0.01% 1099
2020
Q2
$11K Buy
+785
New +$11.3K ﹤0.01% 1100

Other funds holding TFSL