TFC Financial Management’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06K Hold
23
﹤0.01% 506
2025
Q1
$1.75K Hold
23
﹤0.01% 503
2024
Q4
$1.78K Hold
23
﹤0.01% 515
2024
Q3
$1.68K Hold
23
﹤0.01% 524
2024
Q2
$1.39K Hold
23
﹤0.01% 531
2024
Q1
$1.45K Buy
23
+2
+10% +$126 ﹤0.01% 501
2023
Q4
$1.22K Buy
21
+7
+50% +$407 ﹤0.01% 496
2023
Q3
$681 Buy
+14
New +$681 ﹤0.01% 575