HighTower 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 | $491K | Sell |
37,925
-14,764
| -28% | -$191K | ﹤0.01% | 2536 |
|
|
2025
Q1 | $653K | Sell |
52,689
-11,503
| -18% | -$143K | ﹤0.01% | 2250 |
|
|
2024
Q4 | $806K | Sell |
64,192
-695
| -1% | -$8.73K | ﹤0.01% | 2113 |
|
|
2024
Q3 | $833K | Sell |
64,887
-6,771
| -9% | -$86.9K | ﹤0.01% | 2040 |
|
|
2024
Q2 | $904K | Sell |
71,658
-5,784
| -7% | -$73K | ﹤0.01% | 1906 |
|
|
2024
Q1 | $972K | Buy |
77,442
+2,331
| +3% | +$29.3K | ﹤0.01% | 1815 |
|
|
2023
Q4 | $1.1M | Sell |
75,111
-7,397
| -9% | -$109K | ﹤0.01% | 1789 |
|
|
2023
Q3 | $975K | Buy |
82,508
+54
| +0.1% | +$638 | ﹤0.01% | 1778 |
|
|
2023
Q2 | $1.04M | Sell |
82,454
-1,697
| -2% | -$21.3K | ﹤0.01% | 1732 |
|
|
2023
Q1 | $1.06M | Buy |
84,151
+496
| +0.6% | +$6.27K | ﹤0.01% | 1629 |
|
|
2022
Q4 | $1.21M | Sell |
83,655
-7,180
| -8% | -$103K | ﹤0.01% | 1568 |
|
|
2022
Q3 | $1.18M | Buy |
90,835
+1,048
| +1% | +$13.6K | ﹤0.01% | 1511 |
|
|
2022
Q2 | $1.23M | Sell |
89,787
-292
| -0.3% | -$4.01K | ﹤0.01% | 1514 |
|
|
2022
Q1 | $1.5M | Buy |
90,079
+14,607
| +19% | +$242K | ﹤0.01% | 1535 |
|
|
2021
Q4 | $1.35M | Buy |
75,472
+11,216
| +17% | +$200K | ﹤0.01% | 1591 |
|
|
2021
Q3 | $1.23M | Sell |
64,256
-89
| -0.1% | -$1.7K | ﹤0.01% | 1540 |
|
|
2021
Q2 | $1.31M | Buy |
64,345
+343
| +0.5% | +$6.97K | ﹤0.01% | 1484 |
|
|
2021
Q1 | $1.3M | Buy |
64,002
+2
| +0% | +$41 | ﹤0.01% | 1425 |
|
|
2020
Q4 | $1.13M | Buy |
64,000
+36,343
| +131% | +$641K | ﹤0.01% | 1190 |
|
|
2020
Q3 | $406K | Sell |
27,657
-226
| -0.8% | -$3.32K | ﹤0.01% | 1653 |
|
|
2020
Q2 | $399K | Sell |
27,883
-5,043
| -15% | -$72.2K | ﹤0.01% | 1567 |
|
|
2020
Q1 | $503K | Buy |
32,926
+48
| +0.1% | +$733 | ﹤0.01% | 1317 |
|
|
2019
Q4 | $647K | Buy |
32,878
+1
| +0% | +$20 | ﹤0.01% | 1332 |
|
|
2019
Q3 | $592K | Buy |
32,877
+231
| +0.7% | +$4.16K | ﹤0.01% | 1434 |
|
|
2019
Q2 | $590K | Buy |
+32,646
| New | +$590K | ﹤0.01% | 1434 |
|