Private Trust Company’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 | $6.5K | Hold |
502
| – | – | ﹤0.01% | 1960 |
|
|
2025
Q1 | $6.22K | Hold |
502
| – | – | ﹤0.01% | 1957 |
|
|
2024
Q4 | $6.31K | Hold |
502
| – | – | ﹤0.01% | 1902 |
|
|
2024
Q3 | $6.46K | Hold |
502
| – | – | ﹤0.01% | 1863 |
|
|
2024
Q2 | $6.34K | Hold |
502
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q1 | $6.31K | Hold |
502
| – | – | ﹤0.01% | 1826 |
|
|
2023
Q4 | $7.37K | Hold |
502
| – | – | ﹤0.01% | 1767 |
|
|
2023
Q3 | $5.93K | Hold |
502
| – | – | ﹤0.01% | 1810 |
|
|
2023
Q2 | $6.31K | Hold |
502
| – | – | ﹤0.01% | 1795 |
|
|
2023
Q1 | $6.34K | Hold |
502
| – | – | ﹤0.01% | 1767 |
|
|
2022
Q4 | $7K | Hold |
502
| – | – | ﹤0.01% | 1706 |
|
|
2022
Q3 | $7K | Hold |
502
| – | – | ﹤0.01% | 1587 |
|
|
2022
Q2 | $7K | Buy |
+502
| New | +$7K | ﹤0.01% | 1651 |
|
|
2014
Q4 | – | Sell |
-4,000
| Closed | -$57K | – | 1094 |
|
|
2014
Q3 | $57K | Hold |
4,000
| – | – | 0.02% | 515 |
|
|
2014
Q2 | $57K | Hold |
4,000
| – | – | 0.02% | 534 |
|
|
2014
Q1 | $50K | Hold |
4,000
| – | – | 0.02% | 498 |
|
|
2013
Q4 | $48K | Hold |
4,000
| – | – | 0.02% | 464 |
|
|
2013
Q3 | $48K | Hold |
4,000
| – | – | 0.02% | 442 |
|
|
2013
Q2 | $45K | Buy |
+4,000
| New | +$45K | 0.02% | 430 |
|