Keeley-Teton Advisors’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$825K Sell
2024
Q4
$855K Sell
2024
Q3
$1.56M Hold
2024
Q2
$1.44M Sell
2024
Q1
$1.42M Buy
2023
Q4
$1.28M Sell
2023
Q3
$1.04M Hold
2023
Q2
$1.07M Sell
2023
Q1
$1.11M Hold
2022
Q4
$1.34M Hold
2022
Q3
$1.37M Sell
2022
Q2
$1.29M Sell
2022
Q1
$1.98M Hold
2021
Q4
$2.13M Buy
2021
Q3
$1.91M Sell
2021
Q2
$1.75M Buy
2021
Q1
$1.76M Buy