Nisa Investment Advisors’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 | $266K | Buy |
20,560
+9,560
| +87% | +$124K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $136K | Buy |
11,000
+6,400
| +139% | +$79.3K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $57.8K | Sell |
4,600
-8,000
| -63% | -$100K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $162K | Buy |
12,600
+7,000
| +125% | +$90K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $70.7K | Sell |
5,600
-14,900
| -73% | -$188K | ﹤0.01% | 1562 |
|
|
2024
Q1 | $257K | Buy |
20,500
+10,500
| +105% | +$132K | ﹤0.01% | 1250 |
|
|
2023
Q4 | $147K | Buy |
+10,000
| New | +$147K | ﹤0.01% | 1351 |
|
|
2023
Q3 | – | Sell |
-16,000
| Closed | -$201K | – | 2832 |
|
|
2023
Q2 | $201K | Buy |
16,000
+3,800
| +31% | +$47.8K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $154K | Buy |
12,200
+6,200
| +103% | +$78.3K | ﹤0.01% | 1367 |
|
|
2022
Q4 | $86K | Hold |
6,000
| – | – | ﹤0.01% | 1604 |
|
|
2022
Q3 | $78K | Sell |
6,000
-14,000
| -70% | -$182K | ﹤0.01% | 1588 |
|
|
2022
Q2 | $275K | Buy |
20,000
+6,000
| +43% | +$82.5K | ﹤0.01% | 1221 |
|
|
2022
Q1 | $232K | Buy |
+14,000
| New | +$232K | ﹤0.01% | 1323 |
|
|
2021
Q3 | – | Sell |
-5,500
| Closed | -$112 | – | 2330 |
|
|
2021
Q2 | $112 | Buy |
+5,500
| New | +$112 | ﹤0.01% | 1638 |
|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$143K | – | 2267 |
|
|
2020
Q2 | $143K | Buy |
+10,000
| New | +$143K | ﹤0.01% | 1358 |
|
|
2020
Q1 | – | Sell |
-4,100
| Closed | -$81K | – | 2130 |
|
|
2019
Q4 | $81K | Buy |
+4,100
| New | +$81K | ﹤0.01% | 1468 |
|
|
2019
Q2 | – | Sell |
-1,550
| Closed | -$26K | – | 2043 |
|
|
2019
Q1 | $26K | Buy |
+1,550
| New | +$26K | ﹤0.01% | 1592 |
|