Orion Portfolio Solutions’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $251K | Buy |
+20,221
| New | +$251K | ﹤0.01% | 1706 |
|
|
2020
Q3 | – | Sell |
-246
| Closed | -$4K | – | 1877 |
|
|
2020
Q2 | $4K | Sell |
246
-804
| -77% | -$13.1K | ﹤0.01% | 1585 |
|
|
2020
Q1 | $16K | Sell |
1,050
-1,228
| -54% | -$18.7K | ﹤0.01% | 916 |
|
|
2019
Q4 | $45K | Buy |
+2,278
| New | +$45K | ﹤0.01% | 574 |
|