HighTower Advisors’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 | – | Sell |
-22,616
| Closed | -$298K | – | 3957 |
|
|
2025
Q3 | $298K | Sell |
22,616
-15,309
| -40% | -$202K | ﹤0.01% | 3050 |
|
|
2025
Q2 | $491K | Sell |
37,925
-14,764
| -28% | -$190K | ﹤0.01% | 2544 |
|
|
2025
Q1 | $653K | Sell |
52,689
-11,503
| -18% | -$147K | ﹤0.01% | 2260 |
|
|
2024
Q4 | $806K | Sell |
64,192
-695
| -1% | -$9.25K | ﹤0.01% | 2121 |
|
|
2024
Q3 | $833K | Sell |
64,887
-6,771
| -9% | -$89.2K | ﹤0.01% | 2041 |
|
|
2024
Q2 | $904K | Sell |
71,658
-5,784
| -7% | -$72.8K | ﹤0.01% | 1910 |
|
|
2024
Q1 | $972K | Buy |
77,442
+2,331
| +3% | +$30.8K | ﹤0.01% | 1819 |
|
|
2023
Q4 | $1.1M | Sell |
75,111
-7,397
| -9% | -$95.6K | ﹤0.01% | 1798 |
|
|
2023
Q3 | $975K | Buy |
82,508
+54
| +0.1% | +$723 | ﹤0.01% | 1783 |
|
|
2023
Q2 | $1.04M | Sell |
82,454
-1,697
| -2% | -$20.6K | ﹤0.01% | 1734 |
|
|
2023
Q1 | $1.06M | Buy |
84,151
+496
| +0.6% | +$6.92K | ﹤0.01% | 1633 |
|
|
2022
Q4 | $1.21M | Sell |
83,655
-7,180
| -8% | -$98.1K | ﹤0.01% | 1575 |
|
|
2022
Q3 | $1.18M | Buy |
90,835
+1,048
| +1% | +$14.9K | ﹤0.01% | 1518 |
|
|
2022
Q2 | $1.23M | Sell |
89,787
-292
| -0.3% | -$4.3K | ﹤0.01% | 1519 |
|
|
2022
Q1 | $1.5M | Buy |
90,079
+14,607
| +19% | +$251K | ﹤0.01% | 1539 |
|
|
2021
Q4 | $1.35M | Buy |
75,472
+11,216
| +17% | +$214K | ﹤0.01% | 1597 |
|
|
2021
Q3 | $1.23M | Sell |
64,256
-89
| -0.1% | -$1.74K | ﹤0.01% | 1542 |
|
|
2021
Q2 | $1.31M | Buy |
64,345
+343
| +0.5% | +$7.14K | ﹤0.01% | 1485 |
|
|
2021
Q1 | $1.3M | Buy |
64,002
+2
| +0% | +$39 | ﹤0.01% | 1426 |
|
|
2020
Q4 | $1.13M | Buy |
64,000
+36,343
| +131% | +$605K | ﹤0.01% | 1197 |
|
|
2020
Q3 | $406K | Sell |
27,657
-226
| -0.8% | -$3.29K | ﹤0.01% | 1668 |
|
|
2020
Q2 | $399K | Sell |
27,883
-5,043
| -15% | -$72.6K | ﹤0.01% | 1580 |
|
|
2020
Q1 | $503K | Buy |
32,926
+48
| +0.1% | +$940 | ﹤0.01% | 1330 |
|
|
2019
Q4 | $647K | Buy |
32,878
+1
| +0% | +$19 | ﹤0.01% | 1333 |
|
|
2019
Q3 | $592K | Buy |
32,877
+231
| +0.7% | +$4.14K | ﹤0.01% | 1435 |
|
|
2019
Q2 | $590K | Buy |
+32,646
| New | +$557K | ﹤0.01% | 1435 |
|
Other funds holding TFSL
LCM
CRM
