Simplex Trading’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 | – | Sell |
-983
| Closed | -$12K | – | 4029 |
|
|
2025
Q1 | $12K | Sell |
983
-717
| -42% | -$8.75K | ﹤0.01% | 1725 |
|
|
2024
Q4 | $21K | Buy |
+1,700
| New | +$21K | ﹤0.01% | 1681 |
|
|
2024
Q3 | – | Sell |
-1,370
| Closed | -$17K | – | 3915 |
|
|
2024
Q2 | $17K | Buy |
+1,370
| New | +$17K | ﹤0.01% | 1675 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3969 |
|
|
2023
Q4 | – | Sell |
-1,479
| Closed | -$17K | – | 4013 |
|
|
2023
Q3 | $17K | Buy |
1,479
+1,020
| +222% | +$11.7K | ﹤0.01% | 1526 |
|
|
2023
Q2 | $5K | Sell |
459
-5,519
| -92% | -$60.1K | ﹤0.01% | 1950 |
|
|
2023
Q1 | $75K | Buy |
+5,978
| New | +$75K | ﹤0.01% | 1098 |
|
|
2022
Q4 | – | Sell |
-1,335
| Closed | -$17K | – | 4110 |
|
|
2022
Q3 | $17K | Sell |
1,335
-2,242
| -63% | -$28.6K | ﹤0.01% | 1801 |
|
|
2022
Q2 | $49K | Sell |
3,577
-4,519
| -56% | -$61.9K | ﹤0.01% | 1423 |
|
|
2022
Q1 | $134K | Buy |
8,096
+6,992
| +633% | +$116K | ﹤0.01% | 1279 |
|
|
2021
Q4 | $19K | Buy |
+1,104
| New | +$19K | ﹤0.01% | 2223 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3751 |
|
|
2021
Q2 | – | Sell |
-9,646
| Closed | -$196K | – | 3895 |
|
|
2021
Q1 | $196K | Buy |
+9,646
| New | +$196K | ﹤0.01% | 1107 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3356 |
|
|
2020
Q3 | – | Sell |
-8,984
| Closed | -$128K | – | 3177 |
|
|
2020
Q2 | $128K | Sell |
8,984
-706
| -7% | -$10.1K | ﹤0.01% | 916 |
|
|
2020
Q1 | $147K | Buy |
9,690
+9,164
| +1,742% | +$139K | ﹤0.01% | 830 |
|
|
2019
Q4 | $10K | Sell |
526
-511
| -49% | -$9.72K | ﹤0.01% | 1607 |
|
|
2019
Q3 | $18K | Buy |
+1,037
| New | +$18K | ﹤0.01% | 1354 |
|
|
2019
Q2 | – | Sell |
-94
| Closed | -$1K | – | 2861 |
|
|
2019
Q1 | $1K | Buy |
94
+10
| +12% | +$106 | ﹤0.01% | 1713 |
|
|
2018
Q4 | $1K | Sell |
84
-2,224
| -96% | -$26.5K | ﹤0.01% | 1786 |
|
|
2018
Q3 | $34K | Sell |
2,308
-980
| -30% | -$14.4K | ﹤0.01% | 1386 |
|
|
2018
Q2 | $51K | Buy |
3,288
+2,665
| +428% | +$41.3K | ﹤0.01% | 1240 |
|
|
2018
Q1 | $9K | Buy |
+623
| New | +$9K | ﹤0.01% | 1608 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2767 |
|
|
2017
Q3 | – | Sell |
-437
| Closed | -$6K | – | 2725 |
|
|
2017
Q2 | $6K | Sell |
437
-278
| -39% | -$3.82K | ﹤0.01% | 1585 |
|
|
2017
Q1 | $11K | Sell |
715
-1,379
| -66% | -$21.2K | ﹤0.01% | 1444 |
|
|
2016
Q4 | $39K | Buy |
+2,094
| New | +$39K | ﹤0.01% | 1033 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2642 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2648 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2574 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2604 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2612 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 2551 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 2406 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1995 |
|