Zurich Cantonal 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 | $134K | Hold |
10,381
| – | – | ﹤0.01% | 2299 |
|
|
2025
Q1 | $129K | Hold |
10,381
| – | – | ﹤0.01% | 2298 |
|
|
2024
Q4 | $130K | Hold |
10,381
| – | – | ﹤0.01% | 2338 |
|
|
2024
Q3 | $134K | Hold |
10,381
| – | – | ﹤0.01% | 2312 |
|
|
2024
Q2 | $131K | Hold |
10,381
| – | – | ﹤0.01% | 2252 |
|
|
2024
Q1 | $130K | Hold |
10,381
| – | – | ﹤0.01% | 2266 |
|
|
2023
Q4 | $152K | Hold |
10,381
| – | – | ﹤0.01% | 2236 |
|
|
2023
Q3 | $123K | Hold |
10,381
| – | – | ﹤0.01% | 2264 |
|
|
2023
Q2 | $130K | Buy |
10,381
+2,911
| +39% | +$36.6K | ﹤0.01% | 2200 |
|
|
2023
Q1 | $94.3K | Hold |
7,470
| – | – | ﹤0.01% | 2313 |
|
|
2022
Q4 | $108K | Hold |
7,470
| – | – | ﹤0.01% | 2223 |
|
|
2022
Q3 | $97K | Hold |
7,470
| – | – | ﹤0.01% | 2245 |
|
|
2022
Q2 | $103K | Hold |
7,470
| – | – | ﹤0.01% | 2220 |
|
|
2022
Q1 | $124K | Sell |
7,470
-483
| -6% | -$8.02K | ﹤0.01% | 2176 |
|
|
2021
Q4 | $142K | Buy |
7,953
+1,695
| +27% | +$30.3K | ﹤0.01% | 2308 |
|
|
2021
Q3 | $119K | Hold |
6,258
| – | – | ﹤0.01% | 2240 |
|
|
2021
Q2 | $127K | Hold |
6,258
| – | – | ﹤0.01% | 2085 |
|
|
2021
Q1 | $127K | Buy |
6,258
+2,185
| +54% | +$44.3K | ﹤0.01% | 2029 |
|
|
2020
Q4 | $72K | Sell |
4,073
-4,374
| -52% | -$77.3K | ﹤0.01% | 2335 |
|
|
2020
Q3 | $124K | Buy |
8,447
+2,266
| +37% | +$33.3K | ﹤0.01% | 1883 |
|
|
2020
Q2 | $88K | Buy |
6,181
+506
| +9% | +$7.2K | ﹤0.01% | 2006 |
|
|
2020
Q1 | $87K | Buy |
5,675
+2,559
| +82% | +$39.2K | ﹤0.01% | 1684 |
|
|
2019
Q4 | $61K | Hold |
3,116
| – | – | ﹤0.01% | 2033 |
|
|
2019
Q3 | $56K | Hold |
3,116
| – | – | ﹤0.01% | 1961 |
|
|
2019
Q2 | $56K | Hold |
3,116
| – | – | ﹤0.01% | 1987 |
|
|
2019
Q1 | $51K | Sell |
3,116
-1,138
| -27% | -$18.6K | ﹤0.01% | 1995 |
|
|
2018
Q4 | $69K | Hold |
4,254
| – | – | ﹤0.01% | 1833 |
|
|
2018
Q3 | $64K | Hold |
4,254
| – | – | ﹤0.01% | 2000 |
|
|
2018
Q2 | $67K | Hold |
4,254
| – | – | ﹤0.01% | 1922 |
|
|
2018
Q1 | $62K | Hold |
4,254
| – | – | ﹤0.01% | 1913 |
|
|
2017
Q4 | $64K | Buy |
4,254
+1,367
| +47% | +$20.6K | ﹤0.01% | 1867 |
|
|
2017
Q3 | $47K | Hold |
2,887
| – | – | ﹤0.01% | 1845 |
|
|
2017
Q2 | $45K | Hold |
2,887
| – | – | ﹤0.01% | 1829 |
|
|
2017
Q1 | $48K | Buy |
2,887
+945
| +49% | +$15.7K | ﹤0.01% | 1757 |
|
|
2016
Q4 | $37K | Hold |
1,942
| – | – | ﹤0.01% | 1902 |
|
|
2016
Q3 | $35K | Buy |
1,942
+390
| +25% | +$7.03K | ﹤0.01% | 1880 |
|
|
2016
Q2 | $27K | Hold |
1,552
| – | – | ﹤0.01% | 1882 |
|
|
2016
Q1 | $27K | Hold |
1,552
| – | – | ﹤0.01% | 1818 |
|
|
2015
Q4 | $29K | Buy |
1,552
+908
| +141% | +$17K | ﹤0.01% | 1801 |
|
|
2015
Q3 | $11K | Buy |
+644
| New | +$11K | ﹤0.01% | 1919 |
|