HB Wealth Management’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 | $227K | Buy |
17,558
+7,543
| +75% | +$97.7K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $124K | Buy |
+10,015
| New | +$124K | ﹤0.01% | 1145 |
|
|
2023
Q4 | – | Sell |
-17,254
| Closed | -$204K | – | 822 |
|
|
2023
Q3 | $204K | Sell |
17,254
-124
| -0.7% | -$1.47K | ﹤0.01% | 709 |
|
|
2023
Q2 | $218K | Buy |
+17,378
| New | +$218K | ﹤0.01% | 650 |
|