Guggenheim Capital’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 | $257K | Buy |
4,669
+457
| +11% | +$25.1K | ﹤0.01% | 1436 |
|
|
2025
Q1 | $218K | Buy |
+4,212
| New | +$218K | ﹤0.01% | 1506 |
|
|
2024
Q3 | – | Sell |
-5,676
| Closed | -$267K | – | 1945 |
|
|
2024
Q2 | $267K | Sell |
5,676
-180
| -3% | -$8.46K | ﹤0.01% | 1680 |
|
|
2024
Q1 | $264K | Buy |
+5,856
| New | +$264K | ﹤0.01% | 1698 |
|
|
2021
Q3 | – | Sell |
-7,460
| Closed | -$348K | – | 2243 |
|
|
2021
Q2 | $348K | Buy |
7,460
+3,000
| +67% | +$140K | ﹤0.01% | 1964 |
|
|
2021
Q1 | $222K | Sell |
4,460
-97,583
| -96% | -$4.86M | ﹤0.01% | 2053 |
|
|
2020
Q4 | $4.58M | Hold |
102,043
| – | – | 0.03% | 612 |
|
|
2020
Q3 | $2.75M | Sell |
102,043
-85,353
| -46% | -$2.3M | 0.02% | 756 |
|
|
2020
Q2 | $5.38M | Hold |
187,396
| – | – | 0.04% | 491 |
|
|
2020
Q1 | $4.67M | Buy |
187,396
+43,201
| +30% | +$1.08M | 0.05% | 468 |
|
|
2019
Q4 | $6.34M | Buy |
144,195
+32,262
| +29% | +$1.42M | 0.05% | 498 |
|
|
2019
Q3 | $4.94M | Sell |
111,933
-2,171
| -2% | -$95.7K | 0.04% | 599 |
|
|
2019
Q2 | $4.71M | Buy |
114,104
+77,046
| +208% | +$3.18M | 0.04% | 637 |
|
|
2019
Q1 | $1.43M | Buy |
37,058
+21,147
| +133% | +$816K | 0.01% | 1219 |
|
|
2018
Q4 | $603K | Sell |
15,911
-1,955
| -11% | -$74.1K | 0.01% | 1592 |
|
|
2018
Q3 | $843K | Sell |
17,866
-493
| -3% | -$23.3K | 0.01% | 1704 |
|
|
2018
Q2 | $979K | Sell |
18,359
-918
| -5% | -$49K | 0.01% | 1615 |
|
|
2018
Q1 | $924K | Buy |
19,277
+5,313
| +38% | +$255K | ﹤0.01% | 2111 |
|
|
2017
Q4 | $670K | Buy |
13,964
+5,380
| +63% | +$258K | ﹤0.01% | 2260 |
|
|
2017
Q3 | $419K | Sell |
8,584
-14
| -0.2% | -$683 | ﹤0.01% | 2449 |
|
|
2017
Q2 | $389K | Buy |
+8,598
| New | +$389K | ﹤0.01% | 2487 |
|
|
2016
Q4 | – | Sell |
-5,712
| Closed | -$209K | – | 2986 |
|
|
2016
Q3 | $209K | Sell |
5,712
-823
| -13% | -$30.1K | ﹤0.01% | 2646 |
|
|
2016
Q2 | $211K | Sell |
6,535
-1,105
| -14% | -$35.7K | ﹤0.01% | 2659 |
|
|
2016
Q1 | $248K | Sell |
7,640
-1,747
| -19% | -$56.7K | ﹤0.01% | 2621 |
|
|
2015
Q4 | $304K | Sell |
9,387
-520
| -5% | -$16.8K | ﹤0.01% | 2653 |
|
|
2015
Q3 | $285K | Sell |
9,907
-1,513
| -13% | -$43.5K | ﹤0.01% | 2613 |
|
|
2015
Q2 | $312K | Buy |
11,420
+458
| +4% | +$12.5K | ﹤0.01% | 2671 |
|
|
2015
Q1 | $276K | Buy |
+10,962
| New | +$276K | ﹤0.01% | 2712 |
|