Parallel Advisors’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
25,793
+1,319
| +5% | +$17.1K | 0.01% | 782 |
|
|
2025
Q1 | $303K | Sell |
24,474
-777
| -3% | -$9.63K | 0.01% | 771 |
|
|
2024
Q4 | $317K | Buy |
25,251
+1,026
| +4% | +$12.9K | 0.01% | 741 |
|
|
2024
Q3 | $312K | Buy |
24,225
+4,473
| +23% | +$57.5K | 0.01% | 744 |
|
|
2024
Q2 | $249K | Sell |
19,752
-2,981
| -13% | -$37.6K | 0.01% | 775 |
|
|
2024
Q1 | $286K | Buy |
22,733
+2,985
| +15% | +$37.5K | 0.01% | 723 |
|
|
2023
Q4 | $290K | Sell |
19,748
-2,981
| -13% | -$43.8K | 0.01% | 659 |
|
|
2023
Q3 | $269K | Buy |
22,729
+3,358
| +17% | +$39.7K | 0.01% | 666 |
|
|
2023
Q2 | $243K | Buy |
19,371
+4,598
| +31% | +$57.8K | 0.01% | 707 |
|
|
2023
Q1 | $187K | Buy |
14,773
+2,171
| +17% | +$27.4K | 0.01% | 805 |
|
|
2022
Q4 | $182K | Buy |
12,602
+3,761
| +43% | +$54.2K | 0.01% | 744 |
|
|
2022
Q3 | $115K | Buy |
8,841
+3,261
| +58% | +$42.4K | 0.01% | 901 |
|
|
2022
Q2 | $77K | Buy |
5,580
+238
| +4% | +$3.28K | ﹤0.01% | 1060 |
|
|
2022
Q1 | $90K | Buy |
5,342
+1,621
| +44% | +$27.3K | ﹤0.01% | 1026 |
|
|
2021
Q4 | $66K | Buy |
3,721
+216
| +6% | +$3.83K | ﹤0.01% | 1181 |
|
|
2021
Q3 | $67K | Buy |
3,505
+4
| +0.1% | +$76 | ﹤0.01% | 1132 |
|
|
2021
Q2 | $71K | Buy |
3,501
+260
| +8% | +$5.27K | ﹤0.01% | 1058 |
|
|
2021
Q1 | $66K | Sell |
3,241
-156
| -5% | -$3.18K | ﹤0.01% | 1044 |
|
|
2020
Q4 | $60K | Buy |
3,397
+614
| +22% | +$10.8K | ﹤0.01% | 1010 |
|
|
2020
Q3 | $41K | Buy |
2,783
+1,767
| +174% | +$26K | ﹤0.01% | 1127 |
|
|
2020
Q2 | $14K | Sell |
1,016
-1,282
| -56% | -$17.7K | ﹤0.01% | 1579 |
|
|
2020
Q1 | $35K | Buy |
2,298
+1,554
| +209% | +$23.7K | ﹤0.01% | 1067 |
|
|
2019
Q4 | $15K | Buy |
744
+224
| +43% | +$4.52K | ﹤0.01% | 1553 |
|
|
2019
Q3 | $9K | Buy |
520
+188
| +57% | +$3.25K | ﹤0.01% | 1718 |
|
|
2019
Q2 | $6K | Sell |
332
-1,352
| -80% | -$24.4K | ﹤0.01% | 1768 |
|
|
2019
Q1 | $28K | Buy |
1,684
+1,405
| +504% | +$23.4K | ﹤0.01% | 1081 |
|
|
2018
Q4 | $4K | Sell |
279
-230
| -45% | -$3.3K | ﹤0.01% | 1679 |
|
|
2018
Q3 | $8K | Buy |
509
+72
| +16% | +$1.13K | ﹤0.01% | 1530 |
|
|
2018
Q2 | $6K | Sell |
437
-817
| -65% | -$11.2K | ﹤0.01% | 1555 |
|
|
2018
Q1 | $18K | Buy |
1,254
+851
| +211% | +$12.2K | ﹤0.01% | 1044 |
|
|
2017
Q4 | $6K | Hold |
403
| – | – | ﹤0.01% | 1513 |
|
|
2017
Q3 | $6K | Sell |
403
-168
| -29% | -$2.5K | ﹤0.01% | 1521 |
|
|
2017
Q2 | $9K | Buy |
571
+116
| +25% | +$1.83K | ﹤0.01% | 1363 |
|
|
2017
Q1 | $8K | Buy |
+455
| New | +$8K | ﹤0.01% | 1325 |
|