Legal & General Group’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 | $8.6M | Sell |
156,362
-3,569
| -2% | -$196K | ﹤0.01% | 1268 |
|
2025
Q1 | $8.3M | Sell |
159,931
-5,144
| -3% | -$267K | ﹤0.01% | 1241 |
|
2024
Q4 | $8.77M | Buy |
165,075
+1,680
| +1% | +$89.3K | ﹤0.01% | 1253 |
|
2024
Q3 | $8.33M | Sell |
163,395
-4,390
| -3% | -$224K | ﹤0.01% | 1285 |
|
2024
Q2 | $7.89M | Buy |
167,785
+50
| +0% | +$2.35K | ﹤0.01% | 1272 |
|
2024
Q1 | $7.57M | Buy |
167,735
+37
| +0% | +$1.67K | ﹤0.01% | 1294 |
|
2023
Q4 | $7.7M | Sell |
167,698
-1,926
| -1% | -$88.5K | ﹤0.01% | 1287 |
|
2023
Q3 | $6.19M | Sell |
169,624
-5,353
| -3% | -$195K | ﹤0.01% | 1322 |
|
2023
Q2 | $6.6M | Sell |
174,977
-4,361
| -2% | -$164K | ﹤0.01% | 1300 |
|
2023
Q1 | $6.74M | Sell |
179,338
-1,232
| -0.7% | -$46.3K | ﹤0.01% | 1264 |
|
2022
Q4 | $8.19M | Sell |
180,570
-1,508
| -0.8% | -$68.4K | ﹤0.01% | 1156 |
|
2022
Q3 | $8.46M | Sell |
182,078
-4,388
| -2% | -$204K | ﹤0.01% | 1107 |
|
2022
Q2 | $7.48M | Sell |
186,466
-5,555
| -3% | -$223K | ﹤0.01% | 1223 |
|
2022
Q1 | $8.95M | Buy |
192,021
+17,555
| +10% | +$818K | ﹤0.01% | 1212 |
|
2021
Q4 | $8.74M | Buy |
174,466
+19,365
| +12% | +$971K | ﹤0.01% | 1278 |
|
2021
Q3 | $7.96M | Buy |
155,101
+30,582
| +25% | +$1.57M | ﹤0.01% | 1296 |
|
2021
Q2 | $5.8M | Sell |
124,519
-32,136
| -21% | -$1.5M | ﹤0.01% | 1468 |
|
2021
Q1 | $7.8M | Buy |
156,655
+124,559
| +388% | +$6.2M | ﹤0.01% | 1352 |
|
2020
Q4 | $1.44M | Sell |
32,096
-719
| -2% | -$32.3K | ﹤0.01% | 2008 |
|
2020
Q3 | $885K | Buy |
32,815
+2,901
| +10% | +$78.2K | ﹤0.01% | 2059 |
|
2020
Q2 | $858K | Hold |
29,914
| – | – | ﹤0.01% | 2023 |
|
2020
Q1 | $745K | Sell |
29,914
-2,374
| -7% | -$59.1K | ﹤0.01% | 1944 |
|
2019
Q4 | $1.42M | Buy |
32,288
+4,804
| +17% | +$211K | ﹤0.01% | 1938 |
|
2019
Q3 | $1.21M | Buy |
27,484
+3,578
| +15% | +$158K | ﹤0.01% | 1916 |
|
2019
Q2 | $987K | Buy |
23,906
+510
| +2% | +$21.1K | ﹤0.01% | 1955 |
|
2019
Q1 | $903K | Buy |
23,396
+10,211
| +77% | +$394K | ﹤0.01% | 1994 |
|
2018
Q4 | $500K | Buy |
13,185
+868
| +7% | +$32.9K | ﹤0.01% | 2117 |
|
2018
Q3 | $581K | Hold |
12,317
| – | – | ﹤0.01% | 2102 |
|
2018
Q2 | $657K | Sell |
12,317
-674
| -5% | -$36K | ﹤0.01% | 2046 |
|
2018
Q1 | $623K | Sell |
12,991
-2,025
| -13% | -$97.1K | ﹤0.01% | 2064 |
|
2017
Q4 | $719K | Sell |
15,016
-294
| -2% | -$14.1K | ﹤0.01% | 2008 |
|
2017
Q3 | $747K | Buy |
15,310
+4,011
| +35% | +$196K | ﹤0.01% | 1974 |
|
2017
Q2 | $513K | Buy |
11,299
+463
| +4% | +$21K | ﹤0.01% | 2043 |
|
2017
Q1 | $498K | Buy |
10,836
+3,828
| +55% | +$176K | ﹤0.01% | 2038 |
|
2016
Q4 | $326K | Buy |
7,008
+2,687
| +62% | +$125K | ﹤0.01% | 2093 |
|
2016
Q3 | $158K | Sell |
4,321
-284
| -6% | -$10.4K | ﹤0.01% | 2093 |
|
2016
Q2 | $145K | Hold |
4,605
| – | – | ﹤0.01% | 1900 |
|
2016
Q1 | $151K | Buy |
4,605
+618
| +16% | +$20.3K | ﹤0.01% | 1836 |
|
2015
Q4 | $132K | Hold |
3,987
| – | – | ﹤0.01% | 1927 |
|
2015
Q3 | $114K | Hold |
3,987
| – | – | ﹤0.01% | 1965 |
|
2015
Q2 | $109K | Hold |
3,987
| – | – | ﹤0.01% | 2042 |
|
2015
Q1 | $101K | Hold |
3,987
| – | – | ﹤0.01% | 2035 |
|
2014
Q4 | $103K | Hold |
3,987
| – | – | ﹤0.01% | 1949 |
|
2014
Q3 | $96K | Buy |
+3,987
| New | +$96K | ﹤0.01% | 1908 |
|