LPL Financial’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $404K | Buy |
|
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|
2024
Q2 | $300K | Buy |
|
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|
2024
Q1 | $297K | Sell |
|
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $280K | Buy |
|
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|
2022
Q4 | $307K | Buy |
|
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $315K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $186K | Buy |
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