TFC Financial Management’s Factset FDS Stock Holding History

TFC Financial Management’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$287	Hold
2025 Q2	$448	Hold
2025 Q1	$455	Hold
2024 Q4	$481	Hold
2024 Q3	$460	Hold
2024 Q2	$409	Sell
2024 Q1	$909	Buy
2023 Q4	$478	Hold
2023 Q3	$438	Buy
2023 Q2	–	Sell
2023 Q1	$416	Buy