Barclays’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
130,773
+39,133
| +43% | +$2.15M | ﹤0.01% | 1358 |
|
|
2025
Q1 | $4.75M | Sell |
91,640
-31,526
| -26% | -$1.64M | ﹤0.01% | 1456 |
|
|
2024
Q4 | $6.54M | Buy |
123,166
+2,769
| +2% | +$147K | ﹤0.01% | 1399 |
|
|
2024
Q3 | $6.14M | Buy |
120,397
+63,284
| +111% | +$3.23M | ﹤0.01% | 1378 |
|
|
2024
Q2 | $2.68M | Sell |
57,113
-40,998
| -42% | -$1.93M | ﹤0.01% | 1516 |
|
|
2024
Q1 | $4.43M | Sell |
98,111
-31,711
| -24% | -$1.43M | ﹤0.01% | 1445 |
|
|
2023
Q4 | $5.96M | Buy |
129,822
+51,924
| +67% | +$2.38M | ﹤0.01% | 1368 |
|
|
2023
Q3 | $2.84M | Sell |
77,898
-9,444
| -11% | -$345K | ﹤0.01% | 1468 |
|
|
2023
Q2 | $3.3M | Buy |
87,342
+32,929
| +61% | +$1.24M | ﹤0.01% | 1456 |
|
|
2023
Q1 | $2.05M | Buy |
54,413
+24,708
| +83% | +$930K | ﹤0.01% | 1635 |
|
|
2022
Q4 | $1.35M | Buy |
29,705
+10,292
| +53% | +$467K | ﹤0.01% | 1908 |
|
|
2022
Q3 | $903K | Sell |
19,413
-808
| -4% | -$37.6K | ﹤0.01% | 2210 |
|
|
2022
Q2 | $811K | Sell |
20,221
-32,522
| -62% | -$1.3M | ﹤0.01% | 2234 |
|
|
2022
Q1 | $2.46M | Sell |
52,743
-14,456
| -22% | -$674K | ﹤0.01% | 1634 |
|
|
2021
Q4 | $3.37M | Buy |
67,199
+28,328
| +73% | +$1.42M | ﹤0.01% | 1480 |
|
|
2021
Q3 | $2M | Buy |
38,871
+11,419
| +42% | +$586K | ﹤0.01% | 1878 |
|
|
2021
Q2 | $1.28M | Sell |
27,452
-33,073
| -55% | -$1.54M | ﹤0.01% | 1976 |
|
|
2021
Q1 | $3.01M | Buy |
60,525
+28,510
| +89% | +$1.42M | ﹤0.01% | 1568 |
|
|
2020
Q4 | $1.44M | Sell |
32,015
-2,739
| -8% | -$123K | ﹤0.01% | 1778 |
|
|
2020
Q3 | $937K | Sell |
34,754
-6,154
| -15% | -$166K | ﹤0.01% | 1968 |
|
|
2020
Q2 | $1.18M | Buy |
40,908
+20,407
| +100% | +$586K | ﹤0.01% | 1821 |
|
|
2020
Q1 | $511K | Sell |
20,501
-32,579
| -61% | -$812K | ﹤0.01% | 2112 |
|
|
2019
Q4 | $2.34M | Buy |
53,080
+16,669
| +46% | +$733K | ﹤0.01% | 1769 |
|
|
2019
Q3 | $1.61M | Buy |
36,411
+1,431
| +4% | +$63.1K | ﹤0.01% | 1936 |
|
|
2019
Q2 | $1.45M | Buy |
34,980
+17,004
| +95% | +$702K | ﹤0.01% | 2063 |
|
|
2019
Q1 | $694K | Buy |
17,976
+1,993
| +12% | +$76.9K | ﹤0.01% | 2414 |
|
|
2018
Q4 | $606K | Sell |
15,983
-5,481
| -26% | -$208K | ﹤0.01% | 2153 |
|
|
2018
Q3 | $1.01M | Buy |
21,464
+17,649
| +463% | +$831K | ﹤0.01% | 2247 |
|
|
2018
Q2 | $203K | Sell |
3,815
-4,811
| -56% | -$256K | ﹤0.01% | 2745 |
|
|
2018
Q1 | $413K | Buy |
8,626
+3,509
| +69% | +$168K | ﹤0.01% | 2419 |
|
|
2017
Q4 | $244K | Buy |
5,117
+4,415
| +629% | +$211K | ﹤0.01% | 2531 |
|
|
2017
Q3 | $34K | Sell |
702
-3,283
| -82% | -$159K | ﹤0.01% | 3069 |
|
|
2017
Q2 | $181K | Buy |
3,985
+3,186
| +399% | +$145K | ﹤0.01% | 2496 |
|
|
2017
Q1 | $36K | Buy |
799
+405
| +103% | +$18.2K | ﹤0.01% | 3207 |
|
|
2016
Q4 | $18K | Sell |
394
-161
| -29% | -$7.36K | ﹤0.01% | 3125 |
|
|
2016
Q3 | $20K | Buy |
555
+447
| +414% | +$16.1K | ﹤0.01% | 3037 |
|
|
2016
Q2 | $3K | Sell |
108
-6,738
| -98% | -$187K | ﹤0.01% | 3223 |
|
|
2016
Q1 | $219K | Buy |
+6,846
| New | +$219K | ﹤0.01% | 2039 |
|
|
2015
Q4 | – | Sell |
-12,344
| Closed | -$345K | – | 3800 |
|
|
2015
Q3 | $345K | Buy |
12,344
+11,801
| +2,173% | +$330K | ﹤0.01% | 1893 |
|
|
2015
Q2 | $14K | Sell |
543
-267
| -33% | -$6.88K | ﹤0.01% | 3143 |
|
|
2015
Q1 | $21K | Sell |
810
-714
| -47% | -$18.5K | ﹤0.01% | 3093 |
|
|
2014
Q4 | $39K | Sell |
1,524
-4,551
| -75% | -$116K | ﹤0.01% | 3140 |
|
|
2014
Q3 | $144K | Buy |
6,075
+4,980
| +455% | +$118K | ﹤0.01% | 2473 |
|
|
2014
Q2 | $27K | Sell |
1,095
-3,966
| -78% | -$97.8K | ﹤0.01% | 3307 |
|
|
2014
Q1 | $120K | Sell |
5,061
-2,310
| -31% | -$54.8K | ﹤0.01% | 2674 |
|
|
2013
Q4 | $189K | Buy |
7,371
+3,090
| +72% | +$79.2K | ﹤0.01% | 2671 |
|
|
2013
Q3 | $86K | Sell |
4,281
-246
| -5% | -$4.94K | ﹤0.01% | 3013 |
|
|
2013
Q2 | $79K | Buy |
+4,527
| New | +$79K | ﹤0.01% | 3149 |
|