Nisa Investment Advisors’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 | $277K | Buy |
19,704
+19,560
| +13,583% | +$277K | ﹤0.01% | 1111 |
|
|
2025
Q4 | $1.93K | Sell |
144
-23,512
| -99% | -$322K | ﹤0.01% | 2613 |
|
|
2025
Q3 | $312K | Buy |
23,656
+3,096
| +15% | +$40.9K | ﹤0.01% | 1149 |
|
|
2025
Q2 | $266K | Buy |
20,560
+9,560
| +87% | +$123K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $136K | Buy |
11,000
+6,400
| +139% | +$82K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $57.8K | Sell |
4,600
-8,000
| -63% | -$106K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $162K | Buy |
12,600
+7,000
| +125% | +$92.2K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $70.7K | Sell |
5,600
-14,900
| -73% | -$187K | ﹤0.01% | 1562 |
|
|
2024
Q1 | $257K | Buy |
20,500
+10,500
| +105% | +$139K | ﹤0.01% | 1250 |
|
|
2023
Q4 | $147K | Buy |
+10,000
| New | +$129K | ﹤0.01% | 1351 |
|
|
2023
Q3 | – | Sell |
-16,000
| Closed | -$201K | – | 2832 |
|
|
2023
Q2 | $201K | Buy |
16,000
+3,800
| +31% | +$46.1K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $154K | Buy |
12,200
+6,200
| +103% | +$86.6K | ﹤0.01% | 1367 |
|
|
2022
Q4 | $86K | Hold |
6,000
| – | – | ﹤0.01% | 1604 |
|
|
2022
Q3 | $78K | Sell |
6,000
-14,000
| -70% | -$198K | ﹤0.01% | 1588 |
|
|
2022
Q2 | $275K | Buy |
20,000
+6,000
| +43% | +$88.3K | ﹤0.01% | 1221 |
|
|
2022
Q1 | $232K | Buy |
+14,000
| New | +$241K | ﹤0.01% | 1323 |
|
|
2021
Q3 | – | Sell |
-5,500
| Closed | -$112 | – | 2330 |
|
|
2021
Q2 | $112 | Buy |
+5,500
| New | +$114K | ﹤0.01% | 1638 |
|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$143K | – | 2267 |
|
|
2020
Q2 | $143K | Buy |
+10,000
| New | +$144K | ﹤0.01% | 1358 |
|
|
2020
Q1 | – | Sell |
-4,100
| Closed | -$81K | – | 2130 |
|
|
2019
Q4 | $81K | Buy |
+4,100
| New | +$79.1K | ﹤0.01% | 1468 |
|
|
2019
Q2 | – | Sell |
-1,550
| Closed | -$26K | – | 2043 |
|
|
2019
Q1 | $26K | Buy |
+1,550
| New | +$25.9K | ﹤0.01% | 1592 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM