O'Shaughnessy Asset Management’s TAL Education Group TAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $224K | Buy |
19,719
+1,841
| +10% | +$20.7K | ﹤0.01% | 1934 |
|
|
2025
Q4 | $195K | Buy |
17,878
+202
| +1% | +$2.29K | ﹤0.01% | 1996 |
|
|
2025
Q3 | $198K | Sell |
17,676
-985
| -5% | -$10.6K | ﹤0.01% | 1963 |
|
|
2025
Q2 | $191K | Sell |
18,661
-312
| -2% | -$3.22K | ﹤0.01% | 1843 |
|
|
2025
Q1 | $251K | Buy |
18,973
+2,337
| +14% | +$29.1K | ﹤0.01% | 1681 |
|
|
2024
Q4 | $167K | Buy |
16,636
+838
| +5% | +$8.81K | ﹤0.01% | 1784 |
|
|
2024
Q3 | $172K | Buy |
15,798
+456
| +3% | +$4.2K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $164K | Sell |
15,342
-2,456
| -14% | -$29K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $202K | Buy |
17,798
+4,177
| +31% | +$52K | ﹤0.01% | 1503 |
|
|
2023
Q4 | $172K | Buy |
+13,621
| New | +$141K | ﹤0.01% | 1434 |
|
|
2021
Q4 | – | Sell |
-795
| Closed | -$4K | – | 2354 |
|
|
2021
Q3 | $4K | Sell |
795
-385
| -33% | -$3.42K | ﹤0.01% | 2389 |
|
|
2021
Q2 | $30K | Buy |
1,180
+11
| +0.9% | +$491 | ﹤0.01% | 1735 |
|
|
2021
Q1 | $63K | Buy |
1,169
+158
| +16% | +$11.6K | ﹤0.01% | 1339 |
|
|
2020
Q4 | $72K | Sell |
1,011
-80
| -7% | -$5.77K | ﹤0.01% | 1168 |
|
|
2020
Q3 | $83K | Buy |
1,091
+240
| +28% | +$18.1K | ﹤0.01% | 953 |
|
|
2020
Q2 | $58K | Buy |
851
+837
| +5,979% | +$47.9K | ﹤0.01% | 971 |
|
|
2020
Q1 | $1K | Buy |
+14
| New | +$753 | ﹤0.01% | 1242 |
|
|
2018
Q2 | – | Sell |
-120
| Closed | -$4K | – | 991 |
|
|
2018
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 829 |
|
|
2017
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 839 |
|
|
2017
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 823 |
|
|
2017
Q2 | $2K | Buy |
+120
| New | +$2.36K | ﹤0.01% | 833 |
|
|
2015
Q3 | – | Sell |
-318
| Closed | -$2K | – | 1012 |
|
|
2015
Q2 | $2K | Hold |
318
| – | – | ﹤0.01% | 918 |
|
|
2015
Q1 | $2K | Sell |
318
-152,778
| -100% | -$777K | ﹤0.01% | 923 |
|
|
2014
Q4 | $715K | Sell |
153,096
-313,140
| -67% | -$1.64M | 0.01% | 359 |
|
|
2014
Q3 | $2.71M | Sell |
466,236
-254,124
| -35% | -$1.35M | 0.05% | 219 |
|
|
2014
Q2 | $3.3M | Sell |
720,360
-171,426
| -19% | -$678K | 0.06% | 203 |
|
|
2014
Q1 | $3.34M | Buy |
891,786
+53,664
| +6% | +$212K | 0.07% | 195 |
|
|
2013
Q4 | $3.07M | Buy |
838,122
+690,378
| +467% | +$2.13M | 0.06% | 195 |
|
|
2013
Q3 | $357K | Buy |
+147,744
| New | +$301K | 0.01% | 454 |
|
Other funds holding TAL
KFA
VCM
CCM
TPC
