JFS Wealth 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 | $1.41K | Buy |
109
+28
| +35% | +$363 | ﹤0.01% | 1484 |
|
|
2025
Q1 | $1K | Sell |
81
-6
| -7% | -$74 | ﹤0.01% | 1643 |
|
|
2024
Q4 | $1.09K | Buy |
87
+19
| +28% | +$239 | ﹤0.01% | 1657 |
|
|
2024
Q3 | $875 | Buy |
68
+39
| +134% | +$502 | ﹤0.01% | 1726 |
|
|
2024
Q2 | $366 | Hold |
29
| – | – | ﹤0.01% | 1841 |
|
|
2024
Q1 | $365 | Hold |
29
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q4 | $427 | Sell |
29
-52
| -64% | -$766 | ﹤0.01% | 1828 |
|
|
2023
Q3 | $958 | Buy |
81
+24
| +42% | +$284 | ﹤0.01% | 1608 |
|
|
2023
Q2 | $717 | Hold |
57
| – | – | ﹤0.01% | 1694 |
|
|
2023
Q1 | $720 | Sell |
57
-33
| -37% | -$417 | ﹤0.01% | 1662 |
|
|
2022
Q4 | $1.3K | Sell |
90
-2
| -2% | -$29 | ﹤0.01% | 1527 |
|
|
2022
Q3 | $1K | Buy |
92
+55
| +149% | +$598 | ﹤0.01% | 1658 |
|
|
2022
Q2 | $1K | Sell |
37
-37
| -50% | -$1K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $1K | Buy |
74
+45
| +155% | +$608 | ﹤0.01% | 1739 |
|
|
2021
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1575 |
|