Sequoia Financial Advisors’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 | $393K | Sell |
30,324
-143
| -0.5% | -$1.85K | ﹤0.01% | 1109 |
|
|
2025
Q1 | $377K | Buy |
30,467
+45
| +0.1% | +$558 | ﹤0.01% | 963 |
|
|
2024
Q4 | $382K | Buy |
30,422
+285
| +0.9% | +$3.58K | ﹤0.01% | 907 |
|
|
2024
Q3 | $388K | Buy |
30,137
+19,954
| +196% | +$257K | ﹤0.01% | 851 |
|
|
2024
Q2 | $129K | Buy |
10,183
+162
| +2% | +$2.04K | ﹤0.01% | 1135 |
|
|
2024
Q1 | $126K | Buy |
+10,021
| New | +$126K | ﹤0.01% | 1094 |
|