Strategic Wealth Partners’s TFS Financial TFSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.9K Hold
2025
Q2
$13.7K Buy
2019
Q4
Sell
2019
Q3
$27 Buy
2019
Q2
$0 Hold
2019
Q1
$1K Hold
2018
Q4
$1K Hold
2018
Q3
$1K Hold
2018
Q2
$1K Sell
2018
Q1
$15K Hold
2017
Q4
$15K Buy