TFM
TFC Financial Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
602
| – | – | 0.04% | 97 |
|
|
2025
Q1 | $306K | Sell |
602
-50
| -8% | -$25.4K | 0.05% | 92 |
|
|
2024
Q4 | $325K | Hold |
652
| – | – | 0.05% | 91 |
|
|
2024
Q3 | $337K | Buy |
652
+20
| +3% | +$10.3K | 0.05% | 89 |
|
|
2024
Q2 | $282K | Hold |
632
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $269K | Buy |
632
+2
| +0.3% | +$851 | 0.05% | 94 |
|
|
2023
Q4 | $278K | Sell |
630
-1
| -0.2% | -$441 | 0.06% | 92 |
|
|
2023
Q3 | $231K | Buy |
631
+16
| +3% | +$5.85K | 0.06% | 93 |
|
|
2023
Q2 | $247K | Sell |
615
-7
| -1% | -$2.81K | 0.06% | 90 |
|
|
2023
Q1 | $214K | Sell |
622
-20
| -3% | -$6.9K | 0.06% | 100 |
|
|
2022
Q4 | $215K | Sell |
642
-262
| -29% | -$87.8K | 0.06% | 91 |
|
|
2022
Q3 | $276K | Buy |
904
+212
| +31% | +$64.7K | 0.09% | 71 |
|
|
2022
Q2 | $233K | Hold |
692
| – | – | 0.07% | 87 |
|
|
2022
Q1 | $284K | Buy |
692
+689
| +22,967% | +$283K | 0.08% | 78 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 558 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 545 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 550 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 541 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 525 |
|
|
2020
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 498 |
|