Kestra Advisory Services’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 | $149K | Sell |
11,486
-3,225
| -22% | -$41.8K | ﹤0.01% | 2686 |
|
|
2025
Q1 | $182K | Sell |
14,711
-978
| -6% | -$12.1K | ﹤0.01% | 2499 |
|
|
2024
Q4 | $197K | Buy |
15,689
+253
| +2% | +$3.18K | ﹤0.01% | 2479 |
|
|
2024
Q3 | $199K | Buy |
15,436
+440
| +3% | +$5.66K | ﹤0.01% | 2370 |
|
|
2024
Q2 | $189K | Buy |
14,996
+653
| +5% | +$8.24K | ﹤0.01% | 2416 |
|
|
2024
Q1 | $180K | Buy |
+14,343
| New | +$180K | ﹤0.01% | 2303 |
|