Occudo Quantitative Strategies’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,559
| Closed | -$228K | – | 887 |
|
|
2025
Q1 | $228K | Buy |
18,559
+269
| +1% | +$3.3K | 0.03% | 532 |
|
|
2024
Q4 | $230K | Buy |
+18,290
| New | +$230K | 0.04% | 527 |
|
|
2024
Q1 | – | Sell |
-25,330
| Closed | -$372K | – | 1027 |
|
|
2023
Q4 | $372K | Sell |
25,330
-5,675
| -18% | -$83.4K | 0.05% | 476 |
|
|
2023
Q3 | $366K | Buy |
31,005
+12,091
| +64% | +$143K | 0.05% | 599 |
|
|
2023
Q2 | $238K | Sell |
18,914
-1,233
| -6% | -$15.5K | 0.02% | 802 |
|
|
2023
Q1 | $254K | Sell |
20,147
-15,213
| -43% | -$192K | 0.02% | 692 |
|
|
2022
Q4 | $510K | Buy |
+35,360
| New | +$510K | 0.06% | 492 |
|
|
2022
Q3 | – | Sell |
-29,276
| Closed | -$402K | – | 1411 |
|
|
2022
Q2 | $402K | Buy |
29,276
+520
| +2% | +$7.14K | 0.03% | 702 |
|
|
2022
Q1 | $477K | Buy |
28,756
+13,804
| +92% | +$229K | 0.04% | 667 |
|
|
2021
Q4 | $267K | Buy |
+14,952
| New | +$267K | 0.02% | 804 |
|