Next Financial Group’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $260K | Buy |
14,534
+4,172
| +40% | +$74.6K | 0.02% | 796 |
|
|
2021
Q3 | $198K | Buy |
10,362
+5,562
| +116% | +$106K | 0.02% | 838 |
|
|
2021
Q2 | $97K | Buy |
4,800
+1,303
| +37% | +$26.3K | 0.01% | 1133 |
|
|
2021
Q1 | $71K | Buy |
3,497
+726
| +26% | +$14.7K | 0.01% | 1148 |
|
|
2020
Q4 | $49K | Buy |
2,771
+671
| +32% | +$11.9K | ﹤0.01% | 1206 |
|
|
2020
Q3 | $31K | Buy |
+2,100
| New | +$31K | ﹤0.01% | 1256 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$9K | – | 1780 |
|
|
2020
Q1 | $9K | Sell |
600
-20,411
| -97% | -$306K | ﹤0.01% | 1568 |
|
|
2019
Q4 | $413K | Buy |
21,011
+4,510
| +27% | +$88.7K | 0.04% | 414 |
|
|
2019
Q3 | $297K | Sell |
16,501
-4,407
| -21% | -$79.3K | 0.03% | 505 |
|
|
2019
Q2 | $378K | Sell |
20,908
-1,334
| -6% | -$24.1K | 0.04% | 427 |
|
|
2019
Q1 | $366K | Buy |
+22,242
| New | +$366K | 0.09% | 200 |
|
|
2017
Q1 | – | Sell |
-550
| Closed | -$10K | – | 2265 |
|
|
2016
Q4 | $10K | Hold |
550
| – | – | ﹤0.01% | 1666 |
|
|
2016
Q3 | $10K | Buy |
+550
| New | +$10K | ﹤0.01% | 1659 |
|
|
2014
Q4 | – | Sell |
-550
| Closed | -$8K | – | 2335 |
|
|
2014
Q3 | $8K | Buy |
+550
| New | +$8K | ﹤0.01% | 1878 |
|