Morgan Stanley’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 | $5.84M | Buy |
450,902
+142,106
| +46% | +$1.84M | ﹤0.01% | 3932 |
|
|
2025
Q1 | $3.83M | Sell |
308,796
-57,754
| -16% | -$716K | ﹤0.01% | 4152 |
|
|
2024
Q4 | $4.6M | Sell |
366,550
-53,892
| -13% | -$677K | ﹤0.01% | 4068 |
|
|
2024
Q3 | $5.41M | Buy |
420,442
+11,262
| +3% | +$145K | ﹤0.01% | 3903 |
|
|
2024
Q2 | $5.16M | Sell |
409,180
-26,492
| -6% | -$334K | ﹤0.01% | 3843 |
|
|
2024
Q1 | $5.47M | Sell |
435,672
-368,150
| -46% | -$4.62M | ﹤0.01% | 3848 |
|
|
2023
Q4 | $11.8M | Buy |
803,822
+287,639
| +56% | +$4.23M | ﹤0.01% | 3786 |
|
|
2023
Q3 | $6.1M | Buy |
516,183
+38,828
| +8% | +$459K | ﹤0.01% | 3574 |
|
|
2023
Q2 | $6M | Sell |
477,355
-96,108
| -17% | -$1.21M | ﹤0.01% | 3630 |
|
|
2023
Q1 | $7.24M | Buy |
573,463
+127,966
| +29% | +$1.62M | ﹤0.01% | 3441 |
|
|
2022
Q4 | $6.42M | Buy |
445,497
+24,811
| +6% | +$358K | ﹤0.01% | 3514 |
|
|
2022
Q3 | $5.47M | Sell |
420,686
-36,244
| -8% | -$471K | ﹤0.01% | 3607 |
|
|
2022
Q2 | $6.27M | Buy |
456,930
+365,008
| +397% | +$5.01M | ﹤0.01% | 3550 |
|
|
2022
Q1 | $1.53M | Sell |
91,922
-830
| -0.9% | -$13.8K | ﹤0.01% | 4710 |
|
|
2021
Q4 | $1.66M | Buy |
92,752
+4,507
| +5% | +$80.6K | ﹤0.01% | 4717 |
|
|
2021
Q3 | $1.68M | Sell |
88,245
-40,902
| -32% | -$779K | ﹤0.01% | 4709 |
|
|
2021
Q2 | $2.62M | Buy |
129,147
+10,749
| +9% | +$218K | ﹤0.01% | 4424 |
|
|
2021
Q1 | $2.41M | Buy |
118,398
+59,079
| +100% | +$1.2M | ﹤0.01% | 4117 |
|
|
2020
Q4 | $1.05M | Buy |
59,319
+330
| +0.6% | +$5.82K | ﹤0.01% | 4640 |
|
|
2020
Q3 | $866K | Sell |
58,989
-13,084
| -18% | -$192K | ﹤0.01% | 4318 |
|
|
2020
Q2 | $1.03M | Sell |
72,073
-6,268
| -8% | -$89.7K | ﹤0.01% | 4147 |
|
|
2020
Q1 | $1.2M | Sell |
78,341
-77,320
| -50% | -$1.18M | ﹤0.01% | 3815 |
|
|
2019
Q4 | $3.06M | Sell |
155,661
-20,493
| -12% | -$403K | ﹤0.01% | 3693 |
|
|
2019
Q3 | $3.17M | Sell |
176,154
-2,091
| -1% | -$37.7K | ﹤0.01% | 3361 |
|
|
2019
Q2 | $3.22M | Buy |
178,245
+10,328
| +6% | +$187K | ﹤0.01% | 3357 |
|
|
2019
Q1 | $2.77M | Sell |
167,917
-41,216
| -20% | -$679K | ﹤0.01% | 3306 |
|
|
2018
Q4 | $3.37M | Sell |
209,133
-36,973
| -15% | -$596K | ﹤0.01% | 3320 |
|
|
2018
Q3 | $3.69M | Buy |
246,106
+51,074
| +26% | +$767K | ﹤0.01% | 3497 |
|
|
2018
Q2 | $3.08M | Sell |
195,032
-20,056
| -9% | -$316K | ﹤0.01% | 3675 |
|
|
2018
Q1 | $3.16M | Buy |
215,088
+79,176
| +58% | +$1.16M | ﹤0.01% | 3544 |
|
|
2017
Q4 | $2.03M | Buy |
135,912
+48,412
| +55% | +$723K | ﹤0.01% | 4016 |
|
|
2017
Q3 | $1.41M | Buy |
87,500
+27,089
| +45% | +$437K | ﹤0.01% | 4184 |
|
|
2017
Q2 | $935K | Buy |
60,411
+27,634
| +84% | +$428K | ﹤0.01% | 4417 |
|
|
2017
Q1 | $545K | Sell |
32,777
-17,011
| -34% | -$283K | ﹤0.01% | 4776 |
|
|
2016
Q4 | $948K | Buy |
49,788
+17,205
| +53% | +$328K | ﹤0.01% | 4503 |
|
|
2016
Q3 | $579K | Sell |
32,583
-17,062
| -34% | -$303K | ﹤0.01% | 4433 |
|
|
2016
Q2 | $856K | Buy |
49,645
+17,357
| +54% | +$299K | ﹤0.01% | 4098 |
|
|
2016
Q1 | $561K | Sell |
32,288
-8,985
| -22% | -$156K | ﹤0.01% | 4358 |
|
|
2015
Q4 | $777K | Buy |
41,273
+4,843
| +13% | +$91.2K | ﹤0.01% | 4233 |
|
|
2015
Q3 | $629K | Buy |
36,430
+4,435
| +14% | +$76.6K | ﹤0.01% | 4463 |
|
|
2015
Q2 | $537K | Buy |
31,995
+1,421
| +5% | +$23.9K | ﹤0.01% | 4669 |
|
|
2015
Q1 | $448K | Sell |
30,574
-9,463
| -24% | -$139K | ﹤0.01% | 4736 |
|
|
2014
Q4 | $595K | Buy |
40,037
+19,367
| +94% | +$288K | ﹤0.01% | 4541 |
|
|
2014
Q3 | $296K | Buy |
20,670
+2,853
| +16% | +$40.9K | ﹤0.01% | 4913 |
|
|
2014
Q2 | $254K | Sell |
17,817
-19,634
| -52% | -$280K | ﹤0.01% | 5039 |
|
|
2014
Q1 | $466K | Sell |
37,451
-149,153
| -80% | -$1.86M | ﹤0.01% | 4611 |
|
|
2013
Q4 | $2.26M | Buy |
186,604
+38,842
| +26% | +$471K | ﹤0.01% | 3296 |
|
|
2013
Q3 | $1.77M | Buy |
147,762
+75,489
| +104% | +$904K | ﹤0.01% | 3329 |
|
|
2013
Q2 | $809K | Buy |
+72,273
| New | +$809K | ﹤0.01% | 3891 |
|