Global Retirement Partners’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 | $19.2K | Buy |
+1,486
| New | +$19.2K | ﹤0.01% | 2310 |
|
|
2024
Q4 | $23.5K | Sell |
1,870
-3,053
| -62% | -$38.3K | ﹤0.01% | 2004 |
|
|
2024
Q3 | $63.3K | Sell |
4,923
-371
| -7% | -$4.77K | ﹤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% | +$1.85K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $68.3K | Buy |
5,035
+160
| +3% | +$2.17K | ﹤0.01% | 1218 |
|
|
2023
Q3 | $56.3K | Sell |
4,875
-129
| -3% | -$1.49K | ﹤0.01% | 1216 |
|
|
2023
Q2 | $62.9K | Buy |
5,004
+172
| +4% | +$2.16K | ﹤0.01% | 1160 |
|
|
2023
Q1 | $54.8K | Buy |
4,832
+1,806
| +60% | +$20.5K | ﹤0.01% | 1191 |
|
|
2022
Q4 | $43.6K | Buy |
3,026
+2,146
| +244% | +$30.9K | ﹤0.01% | 1145 |
|
|
2022
Q3 | $12K | Buy |
880
+345
| +64% | +$4.71K | ﹤0.01% | 1618 |
|
|
2022
Q2 | $7K | Hold |
535
| – | – | ﹤0.01% | 1793 |
|
|
2022
Q1 | $8K | Buy |
+535
| New | +$8K | ﹤0.01% | 1735 |
|
|
2021
Q4 | – | Sell |
-535
| Closed | -$10K | – | 1638 |
|
|
2021
Q3 | $10K | Hold |
535
| – | – | ﹤0.01% | 1426 |
|
|
2021
Q2 | $11K | Hold |
535
| – | – | ﹤0.01% | 1359 |
|
|
2021
Q1 | $11K | Sell |
535
-250
| -32% | -$5.14K | ﹤0.01% | 1272 |
|
|
2020
Q4 | $14K | Hold |
785
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q3 | $12K | Hold |
785
| – | – | ﹤0.01% | 1099 |
|
|
2020
Q2 | $11K | Buy |
+785
| New | +$11K | ﹤0.01% | 1100 |
|