Oppenheimer Asset Management’s TFS Financial TFSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
2025
Q1
$405K Buy
2024
Q4
$322K Buy
2024
Q3
$239K Sell
2024
Q2
$238K Buy
2024
Q1
$135K Sell
2023
Q4
$238K Buy
2023
Q3
$134K Buy
2017
Q4
Sell
2017
Q3
$44K Buy
2017
Q2
$37K Buy
2017
Q1
$25K Buy