Osaic Holdings’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 | $192K | Sell |
15,285
-3,420
| -18% | -$43K | ﹤0.01% | 3633 |
|
2025
Q1 | $232K | Sell |
18,705
-262
| -1% | -$3.25K | ﹤0.01% | 3506 |
|
2024
Q4 | $238K | Buy |
18,967
+3,713
| +24% | +$46.6K | ﹤0.01% | 3443 |
|
2024
Q3 | $196K | Sell |
15,254
-2,432
| -14% | -$31.3K | ﹤0.01% | 3657 |
|
2024
Q2 | $223K | Sell |
17,686
-10,027
| -36% | -$127K | ﹤0.01% | 3452 |
|
2024
Q1 | $348K | Sell |
27,713
-928
| -3% | -$11.7K | ﹤0.01% | 3232 |
|
2023
Q4 | $421K | Sell |
28,641
-1,209
| -4% | -$17.8K | ﹤0.01% | 3299 |
|
2023
Q3 | $353K | Buy |
29,850
+14,753
| +98% | +$174K | ﹤0.01% | 3544 |
|
2023
Q2 | $190K | Sell |
15,097
-101
| -0.7% | -$1.27K | ﹤0.01% | 3928 |
|
2023
Q1 | $192K | Sell |
15,198
-665
| -4% | -$8.4K | ﹤0.01% | 3899 |
|
2022
Q4 | $228K | Sell |
15,863
-2,094
| -12% | -$30.1K | ﹤0.01% | 3731 |
|
2022
Q3 | $234K | Buy |
17,957
+2,678
| +18% | +$34.9K | ﹤0.01% | 3596 |
|
2022
Q2 | $211K | Buy |
15,279
+370
| +2% | +$5.11K | ﹤0.01% | 3739 |
|
2022
Q1 | $247K | Buy |
14,909
+5,317
| +55% | +$88.1K | ﹤0.01% | 3845 |
|
2021
Q4 | $171K | Sell |
9,592
-330
| -3% | -$5.88K | ﹤0.01% | 4093 |
|
2021
Q3 | $188K | Buy |
9,922
+527
| +6% | +$9.99K | ﹤0.01% | 3961 |
|
2021
Q2 | $191K | Sell |
9,395
-7,953
| -46% | -$162K | ﹤0.01% | 3895 |
|
2021
Q1 | $353K | Buy |
17,348
+8,199
| +90% | +$167K | ﹤0.01% | 3235 |
|
2020
Q4 | $162K | Sell |
9,149
-172
| -2% | -$3.05K | ﹤0.01% | 3657 |
|
2020
Q3 | $136K | Buy |
9,321
+228
| +3% | +$3.33K | ﹤0.01% | 3571 |
|
2020
Q2 | $136K | Sell |
9,093
-8,669
| -49% | -$130K | ﹤0.01% | 3446 |
|
2020
Q1 | $272K | Buy |
+17,762
| New | +$272K | ﹤0.01% | 2612 |
|