Citigroup’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 | $5.11M | Sell |
92,991
-19,029
| -17% | -$1.05M | ﹤0.01% | 1396 |
|
|
2025
Q1 | $5.81M | Sell |
112,020
-2,601
| -2% | -$135K | ﹤0.01% | 1287 |
|
|
2024
Q4 | $6.09M | Buy |
114,621
+9,389
| +9% | +$499K | ﹤0.01% | 1266 |
|
|
2024
Q3 | $5.37M | Buy |
105,232
+15,881
| +18% | +$810K | ﹤0.01% | 1291 |
|
|
2024
Q2 | $4.2M | Sell |
89,351
-2,574
| -3% | -$121K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $4.15M | Buy |
91,925
+18,265
| +25% | +$824K | ﹤0.01% | 1354 |
|
|
2023
Q4 | $3.38M | Buy |
73,660
+31,733
| +76% | +$1.46M | ﹤0.01% | 1330 |
|
|
2023
Q3 | $1.53M | Sell |
41,927
-32,871
| -44% | -$1.2M | ﹤0.01% | 1637 |
|
|
2023
Q2 | $2.82M | Buy |
74,798
+45,269
| +153% | +$1.71M | ﹤0.01% | 1442 |
|
|
2023
Q1 | $1.11M | Sell |
29,529
-8,240
| -22% | -$310K | ﹤0.01% | 1918 |
|
|
2022
Q4 | $1.71M | Buy |
37,769
+6,700
| +22% | +$304K | ﹤0.01% | 1629 |
|
|
2022
Q3 | $1.45M | Buy |
31,069
+986
| +3% | +$45.9K | ﹤0.01% | 1843 |
|
|
2022
Q2 | $1.21M | Sell |
30,083
-27,056
| -47% | -$1.09M | ﹤0.01% | 1943 |
|
|
2022
Q1 | $2.66M | Buy |
57,139
+19,407
| +51% | +$905K | ﹤0.01% | 1569 |
|
|
2021
Q4 | $1.89M | Buy |
37,732
+12,128
| +47% | +$608K | ﹤0.01% | 2020 |
|
|
2021
Q3 | $1.31M | Sell |
25,604
-805
| -3% | -$41.3K | ﹤0.01% | 2201 |
|
|
2021
Q2 | $1.23M | Buy |
26,409
+21,040
| +392% | +$981K | ﹤0.01% | 2469 |
|
|
2021
Q1 | $268K | Sell |
5,369
-5,075
| -49% | -$253K | ﹤0.01% | 3196 |
|
|
2020
Q4 | $468K | Buy |
10,444
+7,213
| +223% | +$323K | ﹤0.01% | 2676 |
|
|
2020
Q3 | $87K | Sell |
3,231
-15,355
| -83% | -$413K | ﹤0.01% | 3211 |
|
|
2020
Q2 | $534K | Buy |
18,586
+2,924
| +19% | +$84K | ﹤0.01% | 2519 |
|
|
2020
Q1 | $390K | Sell |
15,662
-19,419
| -55% | -$484K | ﹤0.01% | 2431 |
|
|
2019
Q4 | $1.54M | Buy |
35,081
+18,070
| +106% | +$795K | ﹤0.01% | 1873 |
|
|
2019
Q3 | $750K | Sell |
17,011
-1,077
| -6% | -$47.5K | ﹤0.01% | 2322 |
|
|
2019
Q2 | $747K | Buy |
18,088
+1,916
| +12% | +$79.1K | ﹤0.01% | 2383 |
|
|
2019
Q1 | $624K | Buy |
16,172
+3,245
| +25% | +$125K | ﹤0.01% | 2330 |
|
|
2018
Q4 | $490K | Buy |
12,927
+7,927
| +159% | +$300K | ﹤0.01% | 2516 |
|
|
2018
Q3 | $235K | Sell |
5,000
-2,546
| -34% | -$120K | ﹤0.01% | 3053 |
|
|
2018
Q2 | $402K | Buy |
7,546
+504
| +7% | +$26.9K | ﹤0.01% | 2492 |
|
|
2018
Q1 | $337K | Sell |
7,042
-274
| -4% | -$13.1K | ﹤0.01% | 2568 |
|
|
2017
Q4 | $350K | Buy |
7,316
+6,489
| +785% | +$310K | ﹤0.01% | 2604 |
|
|
2017
Q3 | $41K | Buy |
827
+69
| +9% | +$3.42K | ﹤0.01% | 3742 |
|
|
2017
Q2 | $35K | Sell |
758
-1,757
| -70% | -$81.1K | ﹤0.01% | 3743 |
|
|
2017
Q1 | $115K | Sell |
2,515
-27,591
| -92% | -$1.26M | ﹤0.01% | 3282 |
|
|
2016
Q4 | $1.4M | Buy |
30,106
+27,145
| +917% | +$1.26M | ﹤0.01% | 2129 |
|
|
2016
Q3 | $108K | Sell |
2,961
-3,838
| -56% | -$140K | ﹤0.01% | 3358 |
|
|
2016
Q2 | $218K | Sell |
6,799
-22,496
| -77% | -$721K | ﹤0.01% | 2798 |
|
|
2016
Q1 | $952K | Buy |
29,295
+15,014
| +105% | +$488K | ﹤0.01% | 2114 |
|
|
2015
Q4 | $463K | Buy |
14,281
+14,276
| +285,520% | +$463K | ﹤0.01% | 2405 |
|
|
2015
Q3 | $0 | Sell |
5
-4,959
| -100% | – | ﹤0.01% | 5563 |
|
|
2015
Q2 | $136K | Buy |
4,964
+383
| +8% | +$10.5K | ﹤0.01% | 3034 |
|
|
2015
Q1 | $116K | Sell |
4,581
-1,767
| -28% | -$44.7K | ﹤0.01% | 3304 |
|
|
2014
Q4 | $163K | Buy |
6,348
+1,062
| +20% | +$27.3K | ﹤0.01% | 3305 |
|
|
2014
Q3 | $126K | Sell |
5,286
-1,125
| -18% | -$26.8K | ﹤0.01% | 2971 |
|
|
2014
Q2 | $157K | Sell |
6,411
-2,244
| -26% | -$55K | ﹤0.01% | 2768 |
|
|
2014
Q1 | $206K | Sell |
8,655
-5,565
| -39% | -$132K | ﹤0.01% | 2844 |
|
|
2013
Q4 | $367K | Sell |
14,220
-2,979
| -17% | -$76.9K | ﹤0.01% | 2615 |
|
|
2013
Q3 | $345K | Buy |
17,199
+2,718
| +19% | +$54.5K | ﹤0.01% | 2226 |
|
|
2013
Q2 | $253K | Buy |
+14,481
| New | +$253K | ﹤0.01% | 2555 |
|