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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $264K | Buy |
18,800
+4,310
| +30% | +$60.9K | ﹤0.01% | 5284 |
|
|
2025
Q4 | $194K | Buy |
14,490
+597
| +4% | +$8.18K | ﹤0.01% | 5453 |
|
|
2025
Q3 | $183K | Sell |
13,893
-4,340
| -24% | -$57.4K | ﹤0.01% | 5378 |
|
|
2025
Q2 | $236K | Sell |
18,233
-23,589
| -56% | -$304K | ﹤0.01% | 4962 |
|
|
2025
Q1 | $518K | Buy |
41,822
+10,753
| +35% | +$138K | ﹤0.01% | 4143 |
|
|
2024
Q4 | $390K | Sell |
31,069
-366
| -1% | -$4.87K | ﹤0.01% | 4312 |
|
|
2024
Q3 | $404K | Buy |
31,435
+7,657
| +32% | +$101K | ﹤0.01% | 4190 |
|
|
2024
Q2 | $300K | Buy |
23,778
+135
| +0.6% | +$1.7K | ﹤0.01% | 4264 |
|
|
2024
Q1 | $297K | Sell |
23,643
-603
| -2% | -$7.98K | ﹤0.01% | 4209 |
|
|
2023
Q4 | $356K | Buy |
24,246
+642
| +3% | +$8.3K | ﹤0.01% | 3952 |
|
|
2023
Q3 | $279K | Buy |
23,604
+1,152
| +5% | +$15.4K | ﹤0.01% | 3983 |
|
|
2023
Q2 | $282K | Buy |
22,452
+317
| +1% | +$3.84K | ﹤0.01% | 3903 |
|
|
2023
Q1 | $280K | Buy |
22,135
+805
| +4% | +$11.2K | ﹤0.01% | 3796 |
|
|
2022
Q4 | $307K | Buy |
21,330
+4,701
| +28% | +$64.2K | ﹤0.01% | 3636 |
|
|
2022
Q3 | $216K | Buy |
16,629
+163
| +1% | +$2.31K | ﹤0.01% | 3866 |
|
|
2022
Q2 | $226K | Sell |
16,466
-947
| -5% | -$13.9K | ﹤0.01% | 3853 |
|
|
2022
Q1 | $289K | Sell |
17,413
-230
| -1% | -$3.96K | ﹤0.01% | 3587 |
|
|
2021
Q4 | $315K | Sell |
17,643
-1,395
| -7% | -$26.6K | ﹤0.01% | 3648 |
|
|
2021
Q3 | $363K | Buy |
19,038
+1,137
| +6% | +$22.2K | ﹤0.01% | 3491 |
|
|
2021
Q2 | $363K | Buy |
17,901
+5,903
| +49% | +$123K | ﹤0.01% | 3435 |
|
|
2021
Q1 | $244K | Buy |
11,998
+1,465
| +14% | +$28.5K | ﹤0.01% | 3618 |
|
|
2020
Q4 | $186K | Buy |
+10,533
| New | +$175K | ﹤0.01% | 3550 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM