Pathstone 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 | $2.99M | Sell |
231,244
-9,050
| -4% | -$117K | 0.01% | 767 |
|
|
2025
Q1 | $2.98M | Buy |
240,294
+4,627
| +2% | +$57.3K | 0.01% | 768 |
|
|
2024
Q4 | $2.96M | Buy |
235,667
+72,359
| +44% | +$909K | 0.01% | 771 |
|
|
2024
Q3 | $2.1M | Buy |
163,308
+41,930
| +35% | +$539K | 0.01% | 942 |
|
|
2024
Q2 | $1.53M | Sell |
121,378
-3,571
| -3% | -$45.1K | 0.01% | 1059 |
|
|
2024
Q1 | $1.57M | Buy |
124,949
+19,084
| +18% | +$240K | 0.01% | 1029 |
|
|
2023
Q4 | $1.56M | Buy |
+105,865
| New | +$1.56M | 0.01% | 830 |
|