Loomis, Sayles & Company’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-229
| Closed | -$3K | – | 945 |
|
|
2023
Q4 | $3K | Buy |
+229
| New | +$3K | ﹤0.01% | 942 |
|
|
2023
Q2 | – | Sell |
-1,018
| Closed | -$13K | – | 1067 |
|
|
2023
Q1 | $13K | Sell |
1,018
-3,681
| -78% | -$47K | ﹤0.01% | 783 |
|
|
2022
Q4 | $68K | Buy |
4,699
+4,396
| +1,451% | +$63.6K | ﹤0.01% | 577 |
|
|
2022
Q3 | $4K | Buy |
303
+124
| +69% | +$1.64K | ﹤0.01% | 702 |
|
|
2022
Q2 | $2K | Sell |
179
-61
| -25% | -$682 | ﹤0.01% | 886 |
|
|
2022
Q1 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 825 |
|
|
2021
Q4 | – | Sell |
-903
| Closed | -$17K | – | 898 |
|
|
2021
Q3 | $17K | Hold |
903
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $18K | Hold |
903
| – | – | ﹤0.01% | 698 |
|
|
2021
Q1 | $18K | Buy |
903
+247
| +38% | +$4.92K | ﹤0.01% | 678 |
|
|
2020
Q4 | $12K | Buy |
+656
| New | +$12K | ﹤0.01% | 700 |
|