Perigon Wealth Management’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$193K	Buy	13,715 +1,690	+14%	+$23.9K	﹤0.01%	1229
2025 Q4	$161K	Sell	12,025 -27	-0.2%	-$370	﹤0.01%	1261
2025 Q3	$159K	Buy	12,052 +141	+1%	+$1.86K	﹤0.01%	1181
2025 Q2	$154K	Buy	11,911 +274	+2%	+$3.53K	﹤0.01%	1022
2025 Q1	$144K	Sell	11,637 -503	-4%	-$6.44K	﹤0.01%	994
2024 Q4	$152K	Buy	12,140 +388	+3%	+$5.16K	﹤0.01%	1006
2024 Q3	$151K	Buy	11,752 +487	+4%	+$6.42K	﹤0.01%	958
2024 Q2	$142K	Buy	11,265 +410	+4%	+$5.16K	﹤0.01%	833
2024 Q1	$136K	Hold	10,855	–	–	﹤0.01%	824
2023 Q4	$159K	Buy	10,855 +224	+2%	+$2.9K	0.01%	799
2023 Q3	$126K	Buy	10,631 +79	+0.7%	+$1.06K	0.01%	748
2023 Q2	$133K	Sell	10,552 -2,678	-20%	-$32.5K	0.01%	743
2023 Q1	$167K	Sell	13,230 -3,060	-19%	-$42.7K	0.01%	673
2022 Q4	$235K	Buy	+16,290	New	+$223K	0.01%	609
2021 Q1	–	Sell	-1,534	Closed	-$27K	–	979
2020 Q4	$27K	Buy	+1,534	New	+$25.5K	﹤0.01%	941