Spire Wealth Management’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
$11.1K Buy
855
+18
+2% +$233 ﹤0.01% 1689
2025
Q1
$10.4K Buy
837
+19
+2% +$235 ﹤0.01% 1824
2024
Q4
$10.3K Buy
818
+17
+2% +$213 ﹤0.01% 1824
2024
Q3
$10.3K Buy
801
+17
+2% +$219 ﹤0.01% 1618
2024
Q2
$9.9K Buy
784
+17
+2% +$215 ﹤0.01% 1638
2024
Q1
$9.63K Buy
767
+17
+2% +$214 ﹤0.01% 1722
2023
Q4
$10.5K Buy
750
+16
+2% +$223 ﹤0.01% 1748
2023
Q3
$8.68K Buy
734
+17
+2% +$201 ﹤0.01% 1771
2023
Q2
$9.02K Buy
717
+15
+2% +$189 ﹤0.01% 1846
2023
Q1
$8.87K Buy
702
+15
+2% +$189 ﹤0.01% 1892
2022
Q4
$10K Buy
687
+14
+2% +$204 ﹤0.01% 1626
2022
Q3
$9K Buy
673
+14
+2% +$187 ﹤0.01% 1607
2022
Q2
$9K Buy
659
+14
+2% +$191 ﹤0.01% 1964
2022
Q1
$11K Buy
645
+11
+2% +$188 ﹤0.01% 2011
2021
Q4
$11K Buy
634
+9
+1% +$156 ﹤0.01% 2357
2021
Q3
$12K Buy
625
+10
+2% +$192 ﹤0.01% 2056
2021
Q2
$12K Buy
615
+8
+1% +$156 ﹤0.01% 2066
2021
Q1
$12K Buy
+607
New +$12K ﹤0.01% 2366