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