UBS Group’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
263,007
+91,336
| +53% | +$1.18M | ﹤0.01% | 3386 |
|
|
2025
Q1 | $2.13M | Buy |
171,671
+32,786
| +24% | +$406K | ﹤0.01% | 3654 |
|
|
2024
Q4 | $1.74M | Buy |
138,885
+91,949
| +196% | +$1.15M | ﹤0.01% | 3824 |
|
|
2024
Q3 | $604K | Sell |
46,936
-5,822
| -11% | -$74.9K | ﹤0.01% | 3961 |
|
|
2024
Q2 | $666K | Buy |
52,758
+15,629
| +42% | +$197K | ﹤0.01% | 3722 |
|
|
2024
Q1 | $466K | Buy |
37,129
+35,829
| +2,756% | +$450K | ﹤0.01% | 4150 |
|
|
2023
Q4 | $19.1K | Sell |
1,300
-65,190
| -98% | -$958K | ﹤0.01% | 5925 |
|
|
2023
Q3 | $786K | Buy |
66,490
+29,635
| +80% | +$350K | ﹤0.01% | 3277 |
|
|
2023
Q2 | $463K | Sell |
36,855
-3,365
| -8% | -$42.3K | ﹤0.01% | 3885 |
|
|
2023
Q1 | $508K | Buy |
40,220
+35,733
| +796% | +$451K | ﹤0.01% | 3694 |
|
|
2022
Q4 | $64.7K | Buy |
4,487
+3,072
| +217% | +$44.3K | ﹤0.01% | 5382 |
|
|
2022
Q3 | $18K | Sell |
1,415
-3,094
| -69% | -$39.4K | ﹤0.01% | 6448 |
|
|
2022
Q2 | $62K | Buy |
4,509
+1,340
| +42% | +$18.4K | ﹤0.01% | 4758 |
|
|
2022
Q1 | $53K | Sell |
3,169
-65,709
| -95% | -$1.1M | ﹤0.01% | 5421 |
|
|
2021
Q4 | $1.23M | Buy |
68,878
+20,569
| +43% | +$368K | ﹤0.01% | 3284 |
|
|
2021
Q3 | $920K | Sell |
48,309
-12,263
| -20% | -$234K | ﹤0.01% | 3313 |
|
|
2021
Q2 | $1.23M | Buy |
60,572
+25,626
| +73% | +$520K | ﹤0.01% | 3096 |
|
|
2021
Q1 | $712K | Sell |
34,946
-9,464
| -21% | -$193K | ﹤0.01% | 3654 |
|
|
2020
Q4 | $783K | Buy |
44,410
+41,291
| +1,324% | +$728K | ﹤0.01% | 3333 |
|
|
2020
Q3 | $46K | Buy |
3,119
+1,050
| +51% | +$15.5K | ﹤0.01% | 4864 |
|
|
2020
Q2 | $30K | Sell |
2,069
-192
| -8% | -$2.78K | ﹤0.01% | 5437 |
|
|
2020
Q1 | $35K | Buy |
2,261
+192
| +9% | +$2.97K | ﹤0.01% | 5212 |
|
|
2019
Q4 | $41K | Sell |
2,069
-3,470
| -63% | -$68.8K | ﹤0.01% | 5411 |
|
|
2019
Q3 | $99K | Buy |
5,539
+1,470
| +36% | +$26.3K | ﹤0.01% | 4853 |
|
|
2019
Q2 | $74K | Buy |
4,069
+1,000
| +33% | +$18.2K | ﹤0.01% | 4758 |
|
|
2019
Q1 | $51K | Buy |
3,069
+1,000
| +48% | +$16.6K | ﹤0.01% | 4719 |
|
|
2018
Q4 | $33K | Hold |
2,069
| – | – | ﹤0.01% | 5510 |
|
|
2018
Q3 | $31K | Hold |
2,069
| – | – | ﹤0.01% | 5610 |
|
|
2018
Q2 | $33K | Sell |
2,069
-1,179
| -36% | -$18.8K | ﹤0.01% | 5408 |
|
|
2018
Q1 | $48K | Buy |
3,248
+281
| +9% | +$4.15K | ﹤0.01% | 4896 |
|
|
2017
Q4 | $44K | Buy |
2,967
+598
| +25% | +$8.87K | ﹤0.01% | 4991 |
|
|
2017
Q3 | $38K | Sell |
2,369
-3,511
| -60% | -$56.3K | ﹤0.01% | 5107 |
|
|
2017
Q2 | $91K | Buy |
5,880
+3,507
| +148% | +$54.3K | ﹤0.01% | 4342 |
|
|
2017
Q1 | $39K | Sell |
2,373
-3,270
| -58% | -$53.7K | ﹤0.01% | 4800 |
|
|
2016
Q4 | $107K | Buy |
5,643
+2,229
| +65% | +$42.3K | ﹤0.01% | 4364 |
|
|
2016
Q3 | $61K | Sell |
3,414
-2,124
| -38% | -$38K | ﹤0.01% | 4489 |
|
|
2016
Q2 | $95K | Buy |
5,538
+338
| +7% | +$5.8K | ﹤0.01% | 4235 |
|
|
2016
Q1 | $91K | Sell |
5,200
-2,222
| -30% | -$38.9K | ﹤0.01% | 4299 |
|
|
2015
Q4 | $140K | Sell |
7,422
-3,489
| -32% | -$65.8K | ﹤0.01% | 4004 |
|
|
2015
Q3 | $188K | Buy |
10,911
+4,380
| +67% | +$75.5K | ﹤0.01% | 3755 |
|
|
2015
Q2 | $109K | Buy |
6,531
+2,649
| +68% | +$44.2K | ﹤0.01% | 4235 |
|
|
2015
Q1 | $57K | Buy |
+3,882
| New | +$57K | ﹤0.01% | 4563 |
|