Kestra Investment Management’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	$5.07M	Buy	400,530 +191,920	+92%	+$2.43M	0.08%	88
2025 Q1	$2.58M	Buy	208,610 +3,217	+2%	+$39.9K	0.08%	82
2024 Q4	$2.58M	Buy	205,393 +73,719	+56%	+$926K	0.1%	73
2024 Q3	$1.69M	Buy	+131,674	New	+$1.69M	0.07%	84