Stifel Financial’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 |
-13,946
| Closed | -$173K | – | 3580 |
|
|
2025
Q1 | $173K | Buy |
13,946
+283
| +2% | +$3.51K | ﹤0.01% | 3214 |
|
|
2024
Q4 | $172K | Buy |
+13,663
| New | +$172K | ﹤0.01% | 3180 |
|
|
2024
Q2 | – | Sell |
-18,037
| Closed | -$227K | – | 3452 |
|
|
2024
Q1 | $227K | Hold |
18,037
| – | – | ﹤0.01% | 3041 |
|
|
2023
Q4 | $265K | Buy |
18,037
+2,810
| +18% | +$41.3K | ﹤0.01% | 2910 |
|
|
2023
Q3 | $180K | Buy |
+15,227
| New | +$180K | ﹤0.01% | 3009 |
|
|
2020
Q2 | – | Sell |
-11,401
| Closed | -$175K | – | 2944 |
|
|
2020
Q1 | $175K | Buy |
+11,401
| New | +$175K | ﹤0.01% | 2476 |
|
|
2019
Q1 | – | Sell |
-10,178
| Closed | -$164K | – | 2855 |
|
|
2018
Q4 | $164K | Buy |
+10,178
| New | +$164K | ﹤0.01% | 2498 |
|