Wells Fargo’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 | $108K | Sell |
7,678
-741
| -9% | -$10.5K | ﹤0.01% | 5075 |
|
|
2025
Q4 | $113K | Buy |
8,419
+770
| +10% | +$10.5K | ﹤0.01% | 5341 |
|
|
2025
Q3 | $101K | Sell |
7,649
-71
| -0.9% | -$938 | ﹤0.01% | 5319 |
|
|
2025
Q2 | $100K | Sell |
7,720
-348
| -4% | -$4.48K | ﹤0.01% | 5194 |
|
|
2025
Q1 | $100K | Sell |
8,068
-3,880
| -32% | -$49.7K | ﹤0.01% | 5106 |
|
|
2024
Q4 | $150K | Buy |
11,948
+1,750
| +17% | +$23.3K | ﹤0.01% | 4964 |
|
|
2024
Q3 | $131K | Buy |
10,198
+1,779
| +21% | +$23.4K | ﹤0.01% | 4859 |
|
|
2024
Q2 | $106K | Sell |
8,419
-3,780
| -31% | -$47.6K | ﹤0.01% | 4904 |
|
|
2024
Q1 | $153K | Sell |
12,199
-1,781
| -13% | -$23.6K | ﹤0.01% | 4634 |
|
|
2023
Q4 | $205K | Sell |
13,980
-275
| -2% | -$3.56K | ﹤0.01% | 4449 |
|
|
2023
Q3 | $168K | Sell |
14,255
-1,735
| -11% | -$23.2K | ﹤0.01% | 4471 |
|
|
2023
Q2 | $201K | Sell |
15,990
-960
| -6% | -$11.6K | ﹤0.01% | 4588 |
|
|
2023
Q1 | $214K | Sell |
16,950
-1,058
| -6% | -$14.8K | ﹤0.01% | 4382 |
|
|
2022
Q4 | $259K | Sell |
18,008
-1,795
| -9% | -$24.5K | ﹤0.01% | 4037 |
|
|
2022
Q3 | $258K | Buy |
19,803
+202
| +1% | +$2.86K | ﹤0.01% | 4097 |
|
|
2022
Q2 | $269K | Sell |
19,601
-2,915
| -13% | -$42.9K | ﹤0.01% | 4124 |
|
|
2022
Q1 | $373K | Buy |
22,516
+1,409
| +7% | +$24.2K | ﹤0.01% | 4619 |
|
|
2021
Q4 | $378K | Sell |
21,107
-11,019
| -34% | -$210K | ﹤0.01% | 4890 |
|
|
2021
Q3 | $613K | Buy |
32,126
+11,003
| +52% | +$215K | ﹤0.01% | 4546 |
|
|
2021
Q2 | $430K | Sell |
21,123
-39,627
| -65% | -$824K | ﹤0.01% | 4699 |
|
|
2021
Q1 | $1.24M | Sell |
60,750
-7,097
| -10% | -$138K | ﹤0.01% | 4096 |
|
|
2020
Q4 | $1.2M | Sell |
67,847
-120,667
| -64% | -$2.01M | ﹤0.01% | 3898 |
|
|
2020
Q3 | $2.77M | Sell |
188,514
-126,085
| -40% | -$1.84M | ﹤0.01% | 3055 |
|
|
2020
Q2 | $4.5M | Sell |
314,599
-289,500
| -48% | -$4.17M | ﹤0.01% | 2555 |
|
|
2020
Q1 | $9.22M | Buy |
604,099
+247,642
| +69% | +$4.85M | ﹤0.01% | 1730 |
|
|
2019
Q4 | $7.02M | Sell |
356,457
-9,391
| -3% | -$181K | ﹤0.01% | 2276 |
|
|
2019
Q3 | $6.59M | Buy |
365,848
+29,879
| +9% | +$536K | ﹤0.01% | 2302 |
|
|
2019
Q2 | $6.07M | Buy |
335,969
+184,062
| +121% | +$3.14M | ﹤0.01% | 2396 |
|
|
2019
Q1 | $2.5M | Sell |
151,907
-134,896
| -47% | -$2.26M | ﹤0.01% | 3166 |
|
|
2018
Q4 | $4.63M | Buy |
286,803
+72,206
| +34% | +$1.11M | ﹤0.01% | 2506 |
|
|
2018
Q3 | $3.22M | Buy |
214,597
+25,703
| +14% | +$401K | ﹤0.01% | 3008 |
|
|
2018
Q2 | $2.98M | Sell |
188,894
-26,703
| -12% | -$413K | ﹤0.01% | 3123 |
|
|
2018
Q1 | $3.17M | Buy |
215,597
+163,833
| +316% | +$2.45M | ﹤0.01% | 2999 |
|
|
2017
Q4 | $774K | Buy |
51,764
+23,345
| +82% | +$359K | ﹤0.01% | 4093 |
|
|
2017
Q3 | $459K | Sell |
28,419
-46,395
| -62% | -$719K | ﹤0.01% | 4387 |
|
|
2017
Q2 | $1.16M | Sell |
74,814
-94,782
| -56% | -$1.53M | ﹤0.01% | 3634 |
|
|
2017
Q1 | $2.82M | Sell |
169,596
-149,647
| -47% | -$2.62M | ﹤0.01% | 2896 |
|
|
2016
Q4 | $6.08M | Buy |
319,243
+312,386
| +4,556% | +$5.76M | ﹤0.01% | 2243 |
|
|
2016
Q3 | $123K | Sell |
6,857
-151
| -2% | -$2.71K | ﹤0.01% | 4790 |
|
|
2016
Q2 | $121K | Sell |
7,008
-203
| -3% | -$3.62K | ﹤0.01% | 4703 |
|
|
2016
Q1 | $126K | Sell |
7,211
-1,279
| -15% | -$21.8K | ﹤0.01% | 4681 |
|
|
2015
Q4 | $160K | Sell |
8,490
-3,001
| -26% | -$55K | ﹤0.01% | 4599 |
|
|
2015
Q3 | $198K | Buy |
11,491
+3,474
| +43% | +$58.8K | ﹤0.01% | 4477 |
|
|
2015
Q2 | $134K | Buy |
8,017
+5,279
| +193% | +$79.4K | ﹤0.01% | 4850 |
|
|
2015
Q1 | $40K | Sell |
2,738
-517
| -16% | -$7.41K | ﹤0.01% | 5112 |
|
|
2014
Q4 | $49K | Sell |
3,255
-7,397
| -69% | -$109K | ﹤0.01% | 5014 |
|
|
2014
Q3 | $152K | Sell |
10,652
-32,287
| -75% | -$452K | ﹤0.01% | 4471 |
|
|
2014
Q2 | $613K | Buy |
42,939
+20,525
| +92% | +$276K | ﹤0.01% | 3824 |
|
|
2014
Q1 | $279K | Buy |
22,414
+7,967
| +55% | +$94.7K | ﹤0.01% | 4176 |
|
|
2013
Q4 | $175K | Sell |
14,447
-15,824
| -52% | -$189K | ﹤0.01% | 4301 |
|
|
2013
Q3 | $362K | Sell |
30,271
-2,798
| -8% | -$32.2K | ﹤0.01% | 3910 |
|
|
2013
Q2 | $370K | Buy |
+33,069
| New | +$359K | ﹤0.01% | 3840 |
|
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LCM
VCM
VPM
CRM