United Capital Financial Advisors’s TFI International TFII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,824
| Closed | -$246K | – | 1102 |
|
|
2024
Q4 | $246K | Sell |
1,824
-87
| -5% | -$11.8K | ﹤0.01% | 942 |
|
|
2024
Q3 | $262K | Buy |
1,911
+39
| +2% | +$5.34K | ﹤0.01% | 921 |
|
|
2024
Q2 | $272K | Sell |
1,872
-5
| -0.3% | -$726 | ﹤0.01% | 881 |
|
|
2024
Q1 | $299K | Sell |
1,877
-656
| -26% | -$105K | ﹤0.01% | 870 |
|
|
2023
Q4 | $344K | Sell |
2,533
-4,702
| -65% | -$639K | ﹤0.01% | 821 |
|
|
2023
Q3 | $929K | Sell |
7,235
-503
| -7% | -$64.6K | 0.01% | 531 |
|
|
2023
Q2 | $882K | Buy |
7,738
+303
| +4% | +$34.5K | ﹤0.01% | 579 |
|
|
2023
Q1 | $887K | Sell |
7,435
-166
| -2% | -$19.8K | 0.01% | 605 |
|
|
2022
Q4 | $762K | Sell |
7,601
-529
| -7% | -$53K | ﹤0.01% | 681 |
|
|
2022
Q3 | $736K | Buy |
8,130
+491
| +6% | +$44.5K | ﹤0.01% | 675 |
|
|
2022
Q2 | $613K | Sell |
7,639
-922
| -11% | -$74K | ﹤0.01% | 747 |
|
|
2022
Q1 | $912K | Sell |
8,561
-286
| -3% | -$30.5K | ﹤0.01% | 679 |
|
|
2021
Q4 | $992K | Buy |
8,847
+612
| +7% | +$68.6K | ﹤0.01% | 678 |
|
|
2021
Q3 | $841K | Sell |
8,235
-1,349
| -14% | -$138K | ﹤0.01% | 721 |
|
|
2021
Q2 | $874K | Buy |
9,584
+330
| +4% | +$30.1K | ﹤0.01% | 729 |
|
|
2021
Q1 | $692K | Buy |
9,254
+336
| +4% | +$25.1K | ﹤0.01% | 758 |
|
|
2020
Q4 | $460K | Buy |
+8,918
| New | +$460K | ﹤0.01% | 863 |
|