Russell Investments Group’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 | $245K | Sell |
17,409
-1,581
| -8% | -$22.4K | ﹤0.01% | 2786 |
|
|
2025
Q4 | $254K | Buy |
18,990
+4,966
| +35% | +$68K | ﹤0.01% | 2752 |
|
|
2025
Q3 | $185K | Buy |
14,024
+8,552
| +156% | +$113K | ﹤0.01% | 2840 |
|
|
2025
Q2 | $70.9K | Sell |
5,472
-2,811
| -34% | -$36.2K | ﹤0.01% | 2905 |
|
|
2025
Q1 | $103K | Buy |
8,283
+4,161
| +101% | +$53.3K | ﹤0.01% | 2748 |
|
|
2024
Q4 | $51.8K | Buy |
4,122
+1,811
| +78% | +$24.1K | ﹤0.01% | 2816 |
|
|
2024
Q3 | $29.7K | Buy |
2,311
+1,193
| +107% | +$15.7K | ﹤0.01% | 2878 |
|
|
2024
Q2 | $14.1K | Buy |
1,118
+936
| +514% | +$11.8K | ﹤0.01% | 3003 |
|
|
2024
Q1 | $2.29K | Sell |
182
-35,510
| -99% | -$470K | ﹤0.01% | 3055 |
|
|
2023
Q4 | $524K | Buy |
35,692
+72
| +0.2% | +$931 | ﹤0.01% | 2201 |
|
|
2023
Q3 | $421K | Sell |
35,620
-11,487
| -24% | -$154K | ﹤0.01% | 2285 |
|
|
2023
Q2 | $592K | Sell |
47,107
-393
| -0.8% | -$4.76K | ﹤0.01% | 2169 |
|
|
2023
Q1 | $600K | Sell |
47,500
-13,547
| -22% | -$189K | ﹤0.01% | 2189 |
|
|
2022
Q4 | $880K | Buy |
61,047
+47,025
| +335% | +$643K | ﹤0.01% | 2040 |
|
|
2022
Q3 | $181K | Sell |
14,022
-3,759
| -21% | -$53.3K | ﹤0.01% | 2564 |
|
|
2022
Q2 | $243K | Hold |
17,781
| – | – | ﹤0.01% | 2500 |
|
|
2022
Q1 | $294K | Buy |
17,781
+5,273
| +42% | +$90.7K | ﹤0.01% | 2376 |
|
|
2021
Q4 | $223K | Hold |
12,508
| – | – | ﹤0.01% | 2694 |
|
|
2021
Q3 | $238K | Sell |
12,508
-1,015
| -8% | -$19.8K | ﹤0.01% | 2727 |
|
|
2021
Q2 | $274K | Hold |
13,523
| – | – | ﹤0.01% | 2811 |
|
|
2021
Q1 | $275K | Hold |
13,523
| – | – | ﹤0.01% | 2745 |
|
|
2020
Q4 | $238K | Sell |
13,523
-1,919
| -12% | -$31.9K | ﹤0.01% | 2705 |
|
|
2020
Q3 | $226K | Hold |
15,442
| – | – | ﹤0.01% | 2732 |
|
|
2020
Q2 | $220K | Sell |
15,442
-5,353
| -26% | -$77.1K | ﹤0.01% | 2687 |
|
|
2020
Q1 | $317K | Sell |
20,795
-3,819
| -16% | -$74.8K | ﹤0.01% | 2370 |
|
|
2019
Q4 | $483K | Sell |
24,614
-5,773
| -19% | -$111K | ﹤0.01% | 2409 |
|
|
2019
Q3 | $548K | Sell |
30,387
-4,254
| -12% | -$76.3K | ﹤0.01% | 2265 |
|
|
2019
Q2 | $626K | Sell |
34,641
-800
| -2% | -$13.6K | ﹤0.01% | 2182 |
|
|
2019
Q1 | $583K | Sell |
35,441
-13,971
| -28% | -$234K | ﹤0.01% | 2293 |
|
|
2018
Q4 | $797K | Sell |
49,412
-5,724
| -10% | -$87.8K | ﹤0.01% | 2094 |
|
|
2018
Q3 | $828K | Sell |
55,136
-3,828
| -6% | -$59.8K | ﹤0.01% | 2191 |
|
|
2018
Q2 | $930K | Sell |
58,964
-114,892
| -66% | -$1.78M | ﹤0.01% | 2152 |
|
|
2018
Q1 | $2.55M | Buy |
173,856
+91,224
| +110% | +$1.37M | ﹤0.01% | 1703 |
|
|
2017
Q4 | $1.23M | Buy |
82,632
+43,460
| +111% | +$669K | ﹤0.01% | 2047 |
|
|
2017
Q3 | $632K | Buy |
39,172
+23,934
| +157% | +$371K | ﹤0.01% | 2354 |
|
|
2017
Q2 | $236K | Sell |
15,238
-1,196
| -7% | -$19.3K | ﹤0.01% | 2651 |
|
|
2017
Q1 | $273K | Sell |
16,434
-139
| -0.8% | -$2.43K | ﹤0.01% | 2628 |
|
|
2016
Q4 | $316K | Buy |
+16,573
| New | +$305K | ﹤0.01% | 2603 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM