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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $159K | Buy |
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|
2025
Q2 | $154K | Buy |
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|
2025
Q1 | $144K | Sell |
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|
2024
Q4 | $152K | Buy |
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|
2024
Q3 | $151K | Buy |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $159K | Buy |
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|
2023
Q3 | $126K | Buy |
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|
2023
Q2 | $133K | Sell |
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|
2023
Q1 | $167K | Sell |
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|
2022
Q4 | $235K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27K | Buy |
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