Perigon Wealth Management’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 | $154K | Buy |
11,911
+274
| +2% | +$3.55K | ﹤0.01% | 1022 |
|
|
2025
Q1 | $144K | Sell |
11,637
-503
| -4% | -$6.23K | ﹤0.01% | 991 |
|
|
2024
Q4 | $152K | Buy |
12,140
+388
| +3% | +$4.86K | ﹤0.01% | 1002 |
|
|
2024
Q3 | $151K | Buy |
11,752
+487
| +4% | +$6.26K | ﹤0.01% | 954 |
|
|
2024
Q2 | $142K | Buy |
11,265
+410
| +4% | +$5.17K | ﹤0.01% | 831 |
|
|
2024
Q1 | $136K | Hold |
10,855
| – | – | ﹤0.01% | 823 |
|
|
2023
Q4 | $159K | Buy |
10,855
+224
| +2% | +$3.29K | 0.01% | 796 |
|
|
2023
Q3 | $126K | Buy |
10,631
+79
| +0.7% | +$934 | 0.01% | 748 |
|
|
2023
Q2 | $133K | Sell |
10,552
-2,678
| -20% | -$33.7K | 0.01% | 743 |
|
|
2023
Q1 | $167K | Sell |
13,230
-3,060
| -19% | -$38.6K | 0.01% | 673 |
|
|
2022
Q4 | $235K | Buy |
+16,290
| New | +$235K | 0.01% | 609 |
|
|
2021
Q1 | – | Sell |
-1,534
| Closed | -$27K | – | 967 |
|
|
2020
Q4 | $27K | Buy |
+1,534
| New | +$27K | ﹤0.01% | 930 |
|