McIlrath & Eck’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 | $18.5K | Hold |
1,317
| – | – | ﹤0.01% | 849 |
|
|
2025
Q4 | $17.6K | Hold |
1,317
| – | – | ﹤0.01% | 546 |
|
|
2025
Q3 | $17.4K | Hold |
1,317
| – | – | ﹤0.01% | 528 |
|
|
2025
Q2 | $17.1K | Hold |
1,317
| – | – | ﹤0.01% | 505 |
|
|
2025
Q1 | $16.3K | Hold |
1,317
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $16.5K | Sell |
1,317
-550
| -29% | -$7.32K | ﹤0.01% | 520 |
|
|
2024
Q3 | $24K | Hold |
1,867
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $23.6K | Hold |
1,867
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $23.4K | Hold |
1,867
| – | – | ﹤0.01% | 423 |
|
|
2023
Q4 | $27.4K | Hold |
1,867
| – | – | ﹤0.01% | 358 |
|
|
2023
Q3 | $22.1K | Sell |
1,867
-996
| -35% | -$13.3K | ﹤0.01% | 387 |
|
|
2023
Q2 | $36K | Sell |
2,863
-1,319
| -32% | -$16K | 0.01% | 312 |
|
|
2023
Q1 | $52.8K | Hold |
4,182
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $60.3K | Sell |
4,182
-574
| -12% | -$7.84K | 0.02% | 215 |
|
|
2022
Q3 | $62K | Buy |
4,756
+1,176
| +33% | +$16.7K | 0.02% | 212 |
|
|
2022
Q2 | $49K | Hold |
3,580
| – | – | 0.02% | 240 |
|
|
2022
Q1 | $59K | Sell |
3,580
-1,896
| -35% | -$32.6K | 0.02% | 215 |
|
|
2021
Q4 | $98K | Buy |
5,476
+1,896
| +53% | +$36.2K | 0.03% | 150 |
|
|
2021
Q3 | $68K | Hold |
3,580
| – | – | 0.02% | 196 |
|
|
2021
Q2 | $73K | Hold |
3,580
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $73K | Hold |
3,580
| – | – | 0.03% | 155 |
|
|
2020
Q4 | $63K | Sell |
3,580
-1,100
| -24% | -$18.3K | 0.02% | 149 |
|
|
2020
Q3 | $69K | Hold |
4,680
| – | – | 0.03% | 120 |
|
|
2020
Q2 | $67K | Buy |
4,680
+892
| +24% | +$12.8K | 0.03% | 108 |
|
|
2020
Q1 | $58K | Hold |
3,788
| – | – | 0.03% | 106 |
|
|
2019
Q4 | $75K | Buy |
3,788
+543
| +17% | +$10.5K | 0.04% | 104 |
|
|
2019
Q3 | $58K | Buy |
+3,245
| New | +$58.2K | 0.03% | 114 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM