Tower Research Capital (TRC)’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.6K | Buy |
2,816
+1,374
| +95% | +$19.4K | ﹤0.01% | 2952 |
|
|
2025
Q4 | $19.3K | Sell |
1,442
-651
| -31% | -$8.91K | ﹤0.01% | 3121 |
|
|
2025
Q3 | $27.6K | Sell |
2,093
-3,156
| -60% | -$41.7K | ﹤0.01% | 3023 |
|
|
2025
Q2 | $68K | Buy |
5,249
+4,731
| +913% | +$60.9K | ﹤0.01% | 2709 |
|
|
2025
Q1 | $6.42K | Sell |
518
-6,619
| -93% | -$84.8K | ﹤0.01% | 4042 |
|
|
2024
Q4 | $89.6K | Sell |
7,137
-1,825
| -20% | -$24.3K | ﹤0.01% | 2201 |
|
|
2024
Q3 | $115K | Sell |
8,962
-3,753
| -30% | -$49.4K | ﹤0.01% | 2116 |
|
|
2024
Q2 | $160K | Buy |
12,715
+11,807
| +1,300% | +$149K | ﹤0.01% | 2240 |
|
|
2024
Q1 | $11.4K | Sell |
908
-8,030
| -90% | -$106K | ﹤0.01% | 3573 |
|
|
2023
Q4 | $131K | Sell |
8,938
-3,728
| -29% | -$48.2K | ﹤0.01% | 2425 |
|
|
2023
Q3 | $150K | Buy |
12,666
+10,362
| +450% | +$139K | ﹤0.01% | 1658 |
|
|
2023
Q2 | $29K | Sell |
2,304
-6,310
| -73% | -$76.5K | ﹤0.01% | 3052 |
|
|
2023
Q1 | $109K | Buy |
8,614
+7,875
| +1,066% | +$110K | ﹤0.01% | 1796 |
|
|
2022
Q4 | $11K | Sell |
739
-4,242
| -85% | -$58K | ﹤0.01% | 3872 |
|
|
2022
Q3 | $65K | Buy |
4,981
+3,918
| +369% | +$55.5K | ﹤0.01% | 2929 |
|
|
2022
Q2 | $15K | Sell |
1,063
-6,475
| -86% | -$95.3K | ﹤0.01% | 4092 |
|
|
2022
Q1 | $125K | Buy |
7,538
+6,170
| +451% | +$106K | ﹤0.01% | 2050 |
|
|
2021
Q4 | $25K | Buy |
1,368
+603
| +79% | +$11.5K | ﹤0.01% | 3439 |
|
|
2021
Q3 | $15K | Sell |
765
-3,388
| -82% | -$66.1K | ﹤0.01% | 3999 |
|
|
2021
Q2 | $84K | Sell |
4,153
-1,381
| -25% | -$28.7K | ﹤0.01% | 2571 |
|
|
2021
Q1 | $112K | Sell |
5,534
-9,084
| -62% | -$177K | ﹤0.01% | 2511 |
|
|
2020
Q4 | $257K | Buy |
14,618
+13,775
| +1,634% | +$229K | 0.01% | 1519 |
|
|
2020
Q3 | $12K | Buy |
843
+270
| +47% | +$3.93K | ﹤0.01% | 4034 |
|
|
2020
Q2 | $8K | Buy |
573
+423
| +282% | +$6.09K | ﹤0.01% | 4121 |
|
|
2020
Q1 | $2K | Buy |
+150
| New | +$2.94K | ﹤0.01% | 2639 |
|
|
2019
Q4 | – | Sell |
-379
| Closed | -$7K | – | 4340 |
|
|
2019
Q3 | $7K | Buy |
+379
| New | +$6.79K | ﹤0.01% | 3156 |
|
|
2019
Q2 | – | Sell |
-121
| Closed | -$2K | – | 4276 |
|
|
2019
Q1 | $2K | Sell |
121
-504
| -81% | -$8.43K | ﹤0.01% | 3458 |
|
|
2018
Q4 | $10K | Buy |
625
+456
| +270% | +$6.99K | ﹤0.01% | 2485 |
|
|
2018
Q3 | $3K | Sell |
169
-60
| -26% | -$937 | ﹤0.01% | 3336 |
|
|
2018
Q2 | $4K | Sell |
229
-1,772
| -89% | -$27.4K | ﹤0.01% | 3160 |
|
|
2018
Q1 | $29K | Buy |
+2,001
| New | +$30K | ﹤0.01% | 1987 |
|
|
2017
Q4 | – | Sell |
-949
| Closed | -$15K | – | 4084 |
|
|
2017
Q3 | $15K | Sell |
949
-762
| -45% | -$11.8K | ﹤0.01% | 2893 |
|
|
2017
Q2 | $26K | Buy |
+1,711
| New | +$27.6K | ﹤0.01% | 1083 |
|
|
2017
Q1 | – | Sell |
-5,082
| Closed | -$97K | – | 3903 |
|
|
2016
Q4 | $97K | Buy |
5,082
+3,433
| +208% | +$63.3K | 0.01% | 988 |
|
|
2016
Q3 | $29K | Buy |
1,649
+470
| +40% | +$8.45K | ﹤0.01% | 1411 |
|
|
2016
Q2 | $20K | Buy |
1,179
+742
| +170% | +$13.2K | ﹤0.01% | 2238 |
|
|
2016
Q1 | $8K | Sell |
437
-1,002
| -70% | -$17.1K | ﹤0.01% | 2241 |
|
|
2015
Q4 | $27K | Buy |
1,439
+148
| +11% | +$2.71K | ﹤0.01% | 992 |
|
|
2015
Q3 | $22K | Buy |
+1,291
| New | +$21.9K | ﹤0.01% | 1654 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 5032 |
|
|
2015
Q1 | – | Sell |
-2,872
| Closed | -$41.1K | – | 4935 |
|
|
2014
Q4 | $42K | Buy |
2,872
+2,250
| +362% | +$33.3K | ﹤0.01% | 1131 |
|
|
2014
Q3 | $9K | Buy |
622
+339
| +120% | +$4.74K | ﹤0.01% | 2906 |
|
|
2014
Q2 | $4K | Sell |
283
-1,595
| -85% | -$21.4K | ﹤0.01% | 3023 |
|
|
2014
Q1 | $23K | Buy |
+1,878
| New | +$22.3K | ﹤0.01% | 1754 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$5K | – | 4915 |
|
|
2013
Q3 | $5K | Buy |
400
+18
| +5% | +$207 | ﹤0.01% | 3673 |
|
|
2013
Q2 | $4K | Buy |
+382
| New | +$4.14K | ﹤0.01% | 3125 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM