Paloma Partners’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,597
| Closed | -$252K | – | 794 |
|
|
2024
Q3 | $252K | Buy |
+19,597
| New | +$252K | 0.01% | 624 |
|
|
2018
Q3 | – | Sell |
-10,674
| Closed | -$169K | – | 1505 |
|
|
2018
Q2 | $169K | Buy |
+10,674
| New | +$169K | ﹤0.01% | 1168 |
|
|
2017
Q3 | – | Sell |
-13,228
| Closed | -$205K | – | 1737 |
|
|
2017
Q2 | $205K | Buy |
+13,228
| New | +$205K | ﹤0.01% | 1472 |
|
|
2016
Q3 | – | Sell |
-19,149
| Closed | -$330K | – | 1627 |
|
|
2016
Q2 | $330K | Buy |
+19,149
| New | +$330K | ﹤0.01% | 1289 |
|
|
2015
Q4 | – | Sell |
-28,378
| Closed | -$490K | – | 1551 |
|
|
2015
Q3 | $490K | Buy |
28,378
+16,178
| +133% | +$279K | 0.01% | 747 |
|
|
2015
Q2 | $205K | Buy |
+12,200
| New | +$205K | ﹤0.01% | 1327 |
|
|
2014
Q4 | – | Sell |
-26,416
| Closed | -$378K | – | 1245 |
|
|
2014
Q3 | $378K | Buy |
+26,416
| New | +$378K | 0.02% | 578 |
|