Key Financial Inc’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 | $56.7K | Buy |
1,030
+50
| +5% | +$2.75K | 0.01% | 465 |
|
|
2025
Q1 | $50.8K | Hold |
980
| – | – | 0.01% | 480 |
|
|
2024
Q4 | $52.1K | Hold |
980
| – | – | 0.01% | 473 |
|
|
2024
Q3 | $50K | Hold |
980
| – | – | 0.01% | 477 |
|
|
2024
Q2 | $46.1K | Hold |
980
| – | – | 0.01% | 483 |
|
|
2024
Q1 | $44.2K | Hold |
980
| – | – | 0.01% | 453 |
|
|
2023
Q4 | $45K | Hold |
980
| – | – | 0.01% | 447 |
|
|
2023
Q3 | $35.8K | Hold |
980
| – | – | 0.01% | 460 |
|
|
2023
Q2 | $37K | Hold |
980
| – | – | 0.01% | 455 |
|
|
2023
Q1 | $36.9K | Hold |
980
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $45.5K | Hold |
980
| – | – | 0.02% | 375 |
|
|
2022
Q3 | $46K | Hold |
980
| – | – | 0.02% | 379 |
|
|
2022
Q2 | $40K | Hold |
980
| – | – | 0.02% | 401 |
|
|
2022
Q1 | $46K | Buy |
980
+179
| +22% | +$8.4K | 0.02% | 376 |
|
|
2021
Q4 | $40K | Hold |
801
| – | – | 0.02% | 375 |
|
|
2021
Q3 | $41K | Hold |
801
| – | – | 0.02% | 367 |
|
|
2021
Q2 | $35K | Buy |
801
+350
| +78% | +$15.3K | 0.02% | 396 |
|
|
2021
Q1 | $22K | Hold |
451
| – | – | 0.01% | 389 |
|
|
2020
Q4 | $20K | Buy |
+451
| New | +$20K | 0.01% | 378 |
|
|
2020
Q2 | – | Sell |
-1,204
| Closed | -$30K | – | 654 |
|
|
2020
Q1 | $30K | Buy |
+1,204
| New | +$30K | 0.03% | 282 |
|