IFP 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 | – | Sell |
-97
| Closed | -$1.52K | – | 2947 |
|
|
2025
Q1 | $1.52K | Sell |
97
-56
| -37% | -$880 | ﹤0.01% | 3231 |
|
|
2024
Q4 | $2.25K | Sell |
153
-13
| -8% | -$191 | ﹤0.01% | 3065 |
|
|
2024
Q3 | $2.14K | Hold |
166
| – | – | ﹤0.01% | 2900 |
|
|
2024
Q2 | $2.1K | Buy |
166
+56
| +51% | +$707 | ﹤0.01% | 2804 |
|
|
2024
Q1 | $1.38K | Hold |
110
| – | – | ﹤0.01% | 2785 |
|
|
2023
Q4 | $1.62K | Buy |
+110
| New | +$1.62K | ﹤0.01% | 2725 |
|
|
2023
Q3 | – | Sell |
-513
| Closed | -$6.45K | – | 3539 |
|
|
2023
Q2 | $6.45K | Buy |
513
+2
| +0.4% | +$25 | ﹤0.01% | 2449 |
|
|
2023
Q1 | $8.2K | Sell |
511
-302
| -37% | -$4.84K | ﹤0.01% | 2377 |
|
|
2022
Q4 | $18K | Sell |
813
-721
| -47% | -$16K | ﹤0.01% | 2991 |
|
|
2022
Q3 | $30K | Buy |
1,534
+59
| +4% | +$1.15K | ﹤0.01% | 2777 |
|
|
2022
Q2 | $29K | Hold |
1,475
| – | – | ﹤0.01% | 2561 |
|
|
2022
Q1 | $29K | Buy |
1,475
+1,375
| +1,375% | +$27K | ﹤0.01% | 2561 |
|
|
2021
Q4 | $2K | Buy |
100
+69
| +223% | +$1.38K | ﹤0.01% | 2795 |
|
|
2021
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 3070 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4277 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4160 |
|
|
2020
Q4 | – | Sell |
-35
| Closed | -$1K | – | 3974 |
|
|
2020
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 2693 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3655 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3581 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2119 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3144 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3540 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 3585 |
|
|
2018
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3667 |
|
|
2017
Q4 | $1K | Sell |
100
-1,000
| -91% | -$10K | ﹤0.01% | 3667 |
|
|
2017
Q3 | $18K | Hold |
1,100
| – | – | ﹤0.01% | 2641 |
|
|
2017
Q2 | $17K | Hold |
1,100
| – | – | ﹤0.01% | 2659 |
|
|
2017
Q1 | $18K | Hold |
1,100
| – | – | ﹤0.01% | 2547 |
|
|
2016
Q4 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 2414 |
|
|
2016
Q3 | $20K | Hold |
1,100
| – | – | ﹤0.01% | 2388 |
|
|
2016
Q2 | $19K | Buy |
1,100
+1,000
| +1,000% | +$17.3K | ﹤0.01% | 2374 |
|
|
2016
Q1 | $2K | Sell |
100
-900
| -90% | -$18K | ﹤0.01% | 2119 |
|
|
2015
Q4 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 2183 |
|