Sage Investment Counsel’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
$1.51M Buy
116,647
+2,093
+2% +$27.1K 1.75% 13
2025
Q1
$1.42M Buy
114,554
+6,694
+6% +$82.9K 1.8% 10
2024
Q4
$1.35M Buy
+107,860
New +$1.35M 1.77% 10