Oppenheimer Asset Management’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 | $456K | Buy |
35,240
+2,519
| +8% | +$32.6K | 0.01% | 902 |
|
|
2025
Q1 | $405K | Buy |
32,721
+7,122
| +28% | +$88.2K | 0.01% | 900 |
|
|
2024
Q4 | $322K | Buy |
25,599
+6,976
| +37% | +$87.6K | ﹤0.01% | 965 |
|
|
2024
Q3 | $239K | Sell |
18,623
-253
| -1% | -$3.25K | ﹤0.01% | 1049 |
|
|
2024
Q2 | $238K | Buy |
18,876
+8,101
| +75% | +$102K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $135K | Sell |
10,775
-5,459
| -34% | -$68.6K | ﹤0.01% | 1056 |
|
|
2023
Q4 | $238K | Buy |
16,234
+4,911
| +43% | +$72.1K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $134K | Buy |
+11,323
| New | +$134K | ﹤0.01% | 1107 |
|
|
2017
Q4 | – | Sell |
-2,758
| Closed | -$44K | – | 1445 |
|
|
2017
Q3 | $44K | Buy |
2,758
+394
| +17% | +$6.29K | ﹤0.01% | 1399 |
|
|
2017
Q2 | $37K | Buy |
2,364
+861
| +57% | +$13.5K | ﹤0.01% | 1407 |
|
|
2017
Q1 | $25K | Buy |
+1,503
| New | +$25K | ﹤0.01% | 1452 |
|