KAS
TFSL icon

Kestra Advisory Services’s TFS Financial TFSL Stock Holding History

Kestra Advisory Services’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,907
Closed -$106K – 4288
2025
Q4 		$106K Buy
+7,907
New +$108K ﹤0.01% 3381
2025
Q3 		– Sell
-11,486
Closed -$149K – 3023
2025
Q2 		$149K Sell
11,486
-3,225
-22% -$41.5K ﹤0.01% 2694
2025
Q1 		$182K Sell
14,711
-978
-6% -$12.5K ﹤0.01% 2500
2024
Q4 		$197K Buy
15,689
+253
+2% +$3.37K ﹤0.01% 2491
2024
Q3 		$199K Buy
15,436
+440
+3% +$5.8K ﹤0.01% 2380
2024
Q2 		$189K Buy
14,996
+653
+5% +$8.22K ﹤0.01% 2423
2024
Q1 		$180K Buy
+14,343
New +$190K ﹤0.01% 2303

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VPM
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CRM
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