UMB Bank’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 | – | Sell |
-20
| Closed | -$248 | – | 2180 |
|
|
2025
Q1 | $248 | Buy |
+20
| New | +$248 | ﹤0.01% | 2075 |
|
|
2024
Q4 | – | Sell |
-20,000
| Closed | -$257K | – | 2177 |
|
|
2024
Q3 | $257K | Hold |
20,000
| – | – | ﹤0.01% | 524 |
|
|
2024
Q2 | $252K | Hold |
20,000
| – | – | ﹤0.01% | 520 |
|
|
2024
Q1 | $251K | Hold |
20,000
| – | – | ﹤0.01% | 525 |
|
|
2023
Q4 | $294K | Hold |
20,000
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $236K | Hold |
20,000
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $251K | Hold |
20,000
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $253K | Hold |
20,000
| – | – | ﹤0.01% | 525 |
|
|
2022
Q4 | $288K | Hold |
20,000
| – | – | ﹤0.01% | 501 |
|
|
2022
Q3 | $260K | Sell |
20,000
-550
| -3% | -$7.15K | ﹤0.01% | 545 |
|
|
2022
Q2 | $283K | Hold |
20,550
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $341K | Hold |
20,550
| – | – | ﹤0.01% | 545 |
|
|
2021
Q4 | $367K | Buy |
+20,550
| New | +$367K | ﹤0.01% | 545 |
|