LPL Financial’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 | $236K | Sell |
18,233
-23,589
| -56% | -$305K | ﹤0.01% | 4833 |
|
|
2025
Q1 | $518K | Buy |
41,822
+10,753
| +35% | +$133K | ﹤0.01% | 4082 |
|
|
2024
Q4 | $390K | Sell |
31,069
-366
| -1% | -$4.6K | ﹤0.01% | 4231 |
|
|
2024
Q3 | $404K | Buy |
31,435
+7,657
| +32% | +$98.5K | ﹤0.01% | 4116 |
|
|
2024
Q2 | $300K | Buy |
23,778
+135
| +0.6% | +$1.7K | ﹤0.01% | 4186 |
|
|
2024
Q1 | $297K | Sell |
23,643
-603
| -2% | -$7.57K | ﹤0.01% | 4145 |
|
|
2023
Q4 | $356K | Buy |
24,246
+642
| +3% | +$9.43K | ﹤0.01% | 3899 |
|
|
2023
Q3 | $279K | Buy |
23,604
+1,152
| +5% | +$13.6K | ﹤0.01% | 3936 |
|
|
2023
Q2 | $282K | Buy |
22,452
+317
| +1% | +$3.99K | ﹤0.01% | 3857 |
|
|
2023
Q1 | $280K | Buy |
22,135
+805
| +4% | +$10.2K | ﹤0.01% | 3773 |
|
|
2022
Q4 | $307K | Buy |
21,330
+4,701
| +28% | +$67.7K | ﹤0.01% | 3617 |
|
|
2022
Q3 | $216K | Buy |
16,629
+163
| +1% | +$2.12K | ﹤0.01% | 3835 |
|
|
2022
Q2 | $226K | Sell |
16,466
-947
| -5% | -$13K | ﹤0.01% | 3823 |
|
|
2022
Q1 | $289K | Sell |
17,413
-230
| -1% | -$3.82K | ﹤0.01% | 3574 |
|
|
2021
Q4 | $315K | Sell |
17,643
-1,395
| -7% | -$24.9K | ﹤0.01% | 3637 |
|
|
2021
Q3 | $363K | Buy |
19,038
+1,137
| +6% | +$21.7K | ﹤0.01% | 3475 |
|
|
2021
Q2 | $363K | Buy |
17,901
+5,903
| +49% | +$120K | ﹤0.01% | 3424 |
|
|
2021
Q1 | $244K | Buy |
11,998
+1,465
| +14% | +$29.8K | ﹤0.01% | 3598 |
|
|
2020
Q4 | $186K | Buy |
+10,533
| New | +$186K | ﹤0.01% | 3533 |
|