SignatureFD’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 | $168K | Buy |
11,988
+316
| +3% | +$4.47K | ﹤0.01% | 1097 |
|
|
2025
Q4 | $156K | Sell |
11,672
-190
| -2% | -$2.6K | ﹤0.01% | 1098 |
|
|
2025
Q3 | $156K | Buy |
11,862
+165
| +1% | +$2.18K | ﹤0.01% | 1063 |
|
|
2025
Q2 | $151K | Sell |
11,697
-996
| -8% | -$12.8K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $157K | Sell |
12,693
-1,385
| -10% | -$17.7K | ﹤0.01% | 995 |
|
|
2024
Q4 | $177K | Sell |
14,078
-1,517
| -10% | -$20.2K | ﹤0.01% | 924 |
|
|
2024
Q3 | $201K | Sell |
15,595
-240
| -2% | -$3.16K | ﹤0.01% | 860 |
|
|
2024
Q2 | $200K | Sell |
15,835
-103
| -0.6% | -$1.3K | ﹤0.01% | 823 |
|
|
2024
Q1 | $200K | Sell |
15,938
-331
| -2% | -$4.38K | ﹤0.01% | 829 |
|
|
2023
Q4 | $239K | Sell |
16,269
-4,212
| -21% | -$54.5K | 0.01% | 727 |
|
|
2023
Q3 | $242K | Buy |
20,481
+1,170
| +6% | +$15.7K | 0.01% | 670 |
|
|
2023
Q2 | $243K | Buy |
19,311
+10,175
| +111% | +$123K | 0.01% | 683 |
|
|
2023
Q1 | $115K | Sell |
9,136
-1,323
| -13% | -$18.5K | ﹤0.01% | 969 |
|
|
2022
Q4 | $151K | Buy |
10,459
+972
| +10% | +$13.3K | ﹤0.01% | 820 |
|
|
2022
Q3 | $123K | Buy |
9,487
+1,552
| +20% | +$22K | ﹤0.01% | 863 |
|
|
2022
Q2 | $109K | Buy |
7,935
+1,909
| +32% | +$28.1K | ﹤0.01% | 948 |
|
|
2022
Q1 | $100K | Buy |
6,026
+3,675
| +156% | +$63.2K | ﹤0.01% | 1037 |
|
|
2021
Q4 | $42K | Sell |
2,351
-13
| -0.5% | -$248 | ﹤0.01% | 1417 |
|
|
2021
Q3 | $45K | Sell |
2,364
-79
| -3% | -$1.54K | ﹤0.01% | 1365 |
|
|
2021
Q2 | $50K | Buy |
2,443
+229
| +10% | +$4.76K | ﹤0.01% | 1268 |
|
|
2021
Q1 | $45K | Sell |
2,214
-507
| -19% | -$9.88K | ﹤0.01% | 1221 |
|
|
2020
Q4 | $48K | Buy |
2,721
+168
| +7% | +$2.79K | ﹤0.01% | 1103 |
|
|
2020
Q3 | $38K | Buy |
2,553
+363
| +17% | +$5.29K | ﹤0.01% | 1099 |
|
|
2020
Q2 | $31K | Buy |
2,190
+544
| +33% | +$7.84K | ﹤0.01% | 1147 |
|
|
2020
Q1 | $25K | Sell |
1,646
-377
| -19% | -$7.38K | ﹤0.01% | 1148 |
|
|
2019
Q4 | $40K | Buy |
2,023
+1,275
| +170% | +$24.6K | ﹤0.01% | 1051 |
|
|
2019
Q3 | $13K | Sell |
748
-343
| -31% | -$6.15K | ﹤0.01% | 1373 |
|
|
2019
Q2 | $20K | Buy |
1,091
+18
| +2% | +$307 | ﹤0.01% | 1206 |
|
|
2019
Q1 | $18K | Buy |
1,073
+368
| +52% | +$6.15K | ﹤0.01% | 1225 |
|
|
2018
Q4 | $11K | Sell |
705
-1,126
| -61% | -$17.3K | ﹤0.01% | 1335 |
|
|
2018
Q3 | $27K | Buy |
1,831
+164
| +10% | +$2.56K | ﹤0.01% | 1089 |
|
|
2018
Q2 | $26K | Buy |
1,667
+214
| +15% | +$3.31K | ﹤0.01% | 1090 |
|
|
2018
Q1 | $21K | Buy |
+1,453
| New | +$21.8K | ﹤0.01% | 1028 |
|
|
2016
Q2 | – | Sell |
-80
| Closed | -$1K | – | 1520 |
|
|
2016
Q1 | $1K | Sell |
80
-10
| -11% | -$171 | ﹤0.01% | 1313 |
|
|
2015
Q4 | $2K | Buy |
+90
| New | +$1.65K | ﹤0.01% | 1112 |
|
|
2013
Q4 | – | Sell |
-2,000
| Closed | -$24K | – | 804 |
|
|
2013
Q3 | $24K | Buy |
+2,000
| New | +$23K | 0.01% | 310 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM