Wells Fargo’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 | $100K | Sell |
7,720
-348
| -4% | -$4.51K | ﹤0.01% | 4789 |
|
|
2025
Q1 | $100K | Sell |
8,068
-3,880
| -32% | -$48.1K | ﹤0.01% | 4659 |
|
|
2024
Q4 | $150K | Buy |
11,948
+1,750
| +17% | +$22K | ﹤0.01% | 4479 |
|
|
2024
Q3 | $131K | Buy |
10,198
+1,779
| +21% | +$22.9K | ﹤0.01% | 4467 |
|
|
2024
Q2 | $106K | Sell |
8,419
-3,780
| -31% | -$47.7K | ﹤0.01% | 4544 |
|
|
2024
Q1 | $153K | Sell |
12,199
-1,781
| -13% | -$22.4K | ﹤0.01% | 4270 |
|
|
2023
Q4 | $205K | Sell |
13,980
-275
| -2% | -$4.04K | ﹤0.01% | 4065 |
|
|
2023
Q3 | $168K | Sell |
14,255
-1,735
| -11% | -$20.5K | ﹤0.01% | 4152 |
|
|
2023
Q2 | $201K | Sell |
15,990
-960
| -6% | -$12.1K | ﹤0.01% | 4346 |
|
|
2023
Q1 | $214K | Sell |
16,950
-1,058
| -6% | -$13.4K | ﹤0.01% | 4120 |
|
|
2022
Q4 | $259K | Sell |
18,008
-1,795
| -9% | -$25.9K | ﹤0.01% | 3789 |
|
|
2022
Q3 | $258K | Buy |
19,803
+202
| +1% | +$2.63K | ﹤0.01% | 3836 |
|
|
2022
Q2 | $269K | Sell |
19,601
-2,915
| -13% | -$40K | ﹤0.01% | 3885 |
|
|
2022
Q1 | $373K | Buy |
22,516
+1,409
| +7% | +$23.3K | ﹤0.01% | 4340 |
|
|
2021
Q4 | $378K | Sell |
21,107
-11,019
| -34% | -$197K | ﹤0.01% | 4559 |
|
|
2021
Q3 | $613K | Buy |
32,126
+11,003
| +52% | +$210K | ﹤0.01% | 4295 |
|
|
2021
Q2 | $430K | Sell |
21,123
-39,627
| -65% | -$807K | ﹤0.01% | 4424 |
|
|
2021
Q1 | $1.24M | Sell |
60,750
-7,097
| -10% | -$145K | ﹤0.01% | 3847 |
|
|
2020
Q4 | $1.2M | Sell |
67,847
-120,667
| -64% | -$2.13M | ﹤0.01% | 3835 |
|
|
2020
Q3 | $2.77M | Sell |
188,514
-126,085
| -40% | -$1.85M | ﹤0.01% | 3014 |
|
|
2020
Q2 | $4.5M | Sell |
314,599
-289,500
| -48% | -$4.14M | ﹤0.01% | 2526 |
|
|
2020
Q1 | $9.22M | Buy |
604,099
+247,642
| +69% | +$3.78M | ﹤0.01% | 1710 |
|
|
2019
Q4 | $7.02M | Sell |
356,457
-9,391
| -3% | -$185K | ﹤0.01% | 2264 |
|
|
2019
Q3 | $6.59M | Buy |
365,848
+29,879
| +9% | +$538K | ﹤0.01% | 2288 |
|
|
2019
Q2 | $6.07M | Buy |
335,969
+184,062
| +121% | +$3.33M | ﹤0.01% | 2382 |
|
|
2019
Q1 | $2.5M | Sell |
151,907
-134,896
| -47% | -$2.22M | ﹤0.01% | 3148 |
|
|
2018
Q4 | $4.63M | Buy |
286,803
+72,206
| +34% | +$1.16M | ﹤0.01% | 2478 |
|
|
2018
Q3 | $3.22M | Buy |
214,597
+25,703
| +14% | +$386K | ﹤0.01% | 2978 |
|
|
2018
Q2 | $2.98M | Sell |
188,894
-26,703
| -12% | -$421K | ﹤0.01% | 3090 |
|
|
2018
Q1 | $3.17M | Buy |
215,597
+163,833
| +316% | +$2.41M | ﹤0.01% | 2967 |
|
|
2017
Q4 | $774K | Buy |
51,764
+23,345
| +82% | +$349K | ﹤0.01% | 4015 |
|
|
2017
Q3 | $459K | Sell |
28,419
-46,395
| -62% | -$749K | ﹤0.01% | 4273 |
|
|
2017
Q2 | $1.16M | Sell |
74,814
-94,782
| -56% | -$1.47M | ﹤0.01% | 3570 |
|
|
2017
Q1 | $2.82M | Sell |
169,596
-149,647
| -47% | -$2.49M | ﹤0.01% | 2867 |
|
|
2016
Q4 | $6.08M | Buy |
319,243
+312,386
| +4,556% | +$5.95M | ﹤0.01% | 2229 |
|
|
2016
Q3 | $123K | Sell |
6,857
-151
| -2% | -$2.71K | ﹤0.01% | 4596 |
|
|
2016
Q2 | $121K | Sell |
7,008
-203
| -3% | -$3.51K | ﹤0.01% | 4539 |
|
|
2016
Q1 | $126K | Sell |
7,211
-1,279
| -15% | -$22.3K | ﹤0.01% | 4520 |
|
|
2015
Q4 | $160K | Sell |
8,490
-3,001
| -26% | -$56.6K | ﹤0.01% | 4440 |
|
|
2015
Q3 | $198K | Buy |
11,491
+3,474
| +43% | +$59.9K | ﹤0.01% | 4327 |
|
|
2015
Q2 | $134K | Buy |
8,017
+5,279
| +193% | +$88.2K | ﹤0.01% | 4690 |
|
|
2015
Q1 | $40K | Sell |
2,738
-517
| -16% | -$7.55K | ﹤0.01% | 4919 |
|
|
2014
Q4 | $49K | Sell |
3,255
-7,397
| -69% | -$111K | ﹤0.01% | 4829 |
|
|
2014
Q3 | $152K | Sell |
10,652
-32,287
| -75% | -$461K | ﹤0.01% | 4382 |
|
|
2014
Q2 | $613K | Buy |
42,939
+20,525
| +92% | +$293K | ﹤0.01% | 3772 |
|
|
2014
Q1 | $279K | Buy |
22,414
+7,967
| +55% | +$99.2K | ﹤0.01% | 4111 |
|
|
2013
Q4 | $175K | Sell |
14,447
-15,824
| -52% | -$192K | ﹤0.01% | 4238 |
|
|
2013
Q3 | $362K | Sell |
30,271
-2,798
| -8% | -$33.5K | ﹤0.01% | 3879 |
|
|
2013
Q2 | $370K | Buy |
+33,069
| New | +$370K | ﹤0.01% | 3814 |
|