Citadel Advisors’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 | $296K | Buy |
+5,378
| New | +$296K | ﹤0.01% | 4635 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7034 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6859 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6813 |
|
|
2024
Q2 | – | Sell |
-961
| Closed | -$43.4K | – | 6913 |
|
|
2024
Q1 | $43.4K | Sell |
961
-23,318
| -96% | -$1.05M | ﹤0.01% | 5353 |
|
|
2023
Q4 | $1.12M | Sell |
24,279
-137,009
| -85% | -$6.29M | ﹤0.01% | 2925 |
|
|
2023
Q3 | $5.89M | Buy |
161,288
+120,061
| +291% | +$4.38M | ﹤0.01% | 1498 |
|
|
2023
Q2 | $1.56M | Buy |
41,227
+36,305
| +738% | +$1.37M | ﹤0.01% | 2626 |
|
|
2023
Q1 | $185K | Sell |
4,922
-47,591
| -91% | -$1.79M | ﹤0.01% | 4653 |
|
|
2022
Q4 | $2.38M | Buy |
+52,513
| New | +$2.38M | ﹤0.01% | 2414 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7000 |
|
|
2022
Q1 | – | Sell |
-6,495
| Closed | -$326K | – | 7211 |
|
|
2021
Q4 | $326K | Buy |
+6,495
| New | +$326K | ﹤0.01% | 5039 |
|
|
2021
Q3 | – | Sell |
-45,676
| Closed | -$2.13M | – | 7177 |
|
|
2021
Q2 | $2.13M | Sell |
45,676
-12,766
| -22% | -$595K | ﹤0.01% | 3137 |
|
|
2021
Q1 | $2.91M | Buy |
58,442
+37,033
| +173% | +$1.84M | ﹤0.01% | 2760 |
|
|
2020
Q4 | $961K | Buy |
21,409
+7,153
| +50% | +$321K | ﹤0.01% | 3287 |
|
|
2020
Q3 | $384K | Sell |
14,256
-14,722
| -51% | -$397K | ﹤0.01% | 3692 |
|
|
2020
Q2 | $832K | Buy |
28,978
+16,573
| +134% | +$476K | ﹤0.01% | 3023 |
|
|
2020
Q1 | $309K | Buy |
12,405
+3,752
| +43% | +$93.5K | ﹤0.01% | 3770 |
|
|
2019
Q4 | $381K | Buy |
8,653
+2,740
| +46% | +$121K | ﹤0.01% | 3716 |
|
|
2019
Q3 | $261K | Sell |
5,913
-12,070
| -67% | -$533K | ﹤0.01% | 3949 |
|
|
2019
Q2 | $743K | Sell |
17,983
-130,254
| -88% | -$5.38M | ﹤0.01% | 3221 |
|
|
2019
Q1 | $5.72M | Buy |
148,237
+27,242
| +23% | +$1.05M | ﹤0.01% | 1489 |
|
|
2018
Q4 | $4.59M | Sell |
120,995
-54,463
| -31% | -$2.06M | ﹤0.01% | 1549 |
|
|
2018
Q3 | $8.27M | Buy |
175,458
+154,631
| +742% | +$7.29M | ﹤0.01% | 1216 |
|
|
2018
Q2 | $1.11M | Sell |
20,827
-8,614
| -29% | -$459K | ﹤0.01% | 2578 |
|
|
2018
Q1 | $1.41M | Buy |
29,441
+1,549
| +6% | +$74.2K | ﹤0.01% | 2197 |
|
|
2017
Q4 | $1.34M | Buy |
27,892
+21,998
| +373% | +$1.05M | ﹤0.01% | 2188 |
|
|
2017
Q3 | $287K | Buy |
+5,894
| New | +$287K | ﹤0.01% | 3019 |
|
|
2016
Q4 | – | Sell |
-10,070
| Closed | -$367K | – | 4167 |
|
|
2016
Q3 | $367K | Buy |
+10,070
| New | +$367K | ﹤0.01% | 2665 |
|
|
2016
Q1 | – | Sell |
-23,951
| Closed | -$775K | – | 4028 |
|
|
2015
Q4 | $775K | Buy |
+23,951
| New | +$775K | ﹤0.01% | 2130 |
|
|
2015
Q3 | – | Sell |
-10,353
| Closed | -$283K | – | 4329 |
|
|
2015
Q2 | $283K | Buy |
+10,353
| New | +$283K | ﹤0.01% | 2864 |
|
|
2015
Q1 | – | Sell |
-19,662
| Closed | -$504K | – | 4079 |
|
|
2014
Q4 | $504K | Buy |
19,662
+6,636
| +51% | +$170K | ﹤0.01% | 2552 |
|
|
2014
Q3 | $311K | Buy |
13,026
+2,118
| +19% | +$50.6K | ﹤0.01% | 2693 |
|
|
2014
Q2 | $268K | Buy |
10,908
+1,959
| +22% | +$48.1K | ﹤0.01% | 2661 |
|
|
2014
Q1 | $213K | Buy |
+8,949
| New | +$213K | ﹤0.01% | 2812 |
|
|
2013
Q4 | – | Sell |
-3,060
| Closed | -$61K | – | 3224 |
|
|
2013
Q3 | $61K | Buy |
+3,060
| New | +$61K | ﹤0.01% | 2584 |
|