Loomis, Sayles & Company’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150,091
| Closed | -$7.65M | – | 788 |
|
|
2024
Q3 | $7.65M | Sell |
150,091
-90,139
| -38% | -$4.6M | 0.01% | 385 |
|
|
2024
Q2 | $11.3M | Sell |
240,230
-5,419
| -2% | -$255K | 0.02% | 343 |
|
|
2024
Q1 | $11.1M | Sell |
245,649
-109
| -0% | -$4.92K | 0.02% | 340 |
|
|
2023
Q4 | $11.3M | Sell |
245,758
-27,493
| -10% | -$1.26M | 0.02% | 317 |
|
|
2023
Q3 | $9.97M | Sell |
273,251
-5,382
| -2% | -$196K | 0.02% | 335 |
|
|
2023
Q2 | $10.5M | Buy |
278,633
+28,885
| +12% | +$1.09M | 0.02% | 345 |
|
|
2023
Q1 | $9.39M | Sell |
249,748
-6,348
| -2% | -$239K | 0.02% | 339 |
|
|
2022
Q4 | $11.6M | Sell |
256,096
-10,388
| -4% | -$471K | 0.02% | 295 |
|
|
2022
Q3 | $12.4M | Sell |
266,484
-1,108
| -0.4% | -$51.5K | 0.03% | 282 |
|
|
2022
Q2 | $10.7M | Sell |
267,592
-11,016
| -4% | -$442K | 0.02% | 342 |
|
|
2022
Q1 | $13M | Buy |
+278,608
| New | +$13M | 0.02% | 342 |
|