RhumbLine Advisers’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 | $9.27M | Sell |
168,484
-28
| -0% | -$1.54K | 0.01% | 1086 |
|
|
2025
Q1 | $8.74M | Sell |
168,512
-8,411
| -5% | -$436K | 0.01% | 1081 |
|
|
2024
Q4 | $9.4M | Sell |
176,923
-1,481
| -0.8% | -$78.7K | 0.01% | 1086 |
|
|
2024
Q3 | $9.1M | Sell |
178,404
-9,853
| -5% | -$502K | 0.01% | 1113 |
|
|
2024
Q2 | $8.85M | Sell |
188,257
-2,593
| -1% | -$122K | 0.01% | 1087 |
|
|
2024
Q1 | $8.61M | Sell |
190,850
-1,322
| -0.7% | -$59.7K | 0.01% | 1127 |
|
|
2023
Q4 | $8.83M | Sell |
192,172
-7,910
| -4% | -$363K | 0.01% | 1124 |
|
|
2023
Q3 | $7.3M | Sell |
200,082
-1,101
| -0.5% | -$40.2K | 0.01% | 1141 |
|
|
2023
Q2 | $7.59M | Sell |
201,183
-3,565
| -2% | -$134K | 0.01% | 1150 |
|
|
2023
Q1 | $7.7M | Buy |
204,748
+10,425
| +5% | +$392K | 0.01% | 1096 |
|
|
2022
Q4 | $8.81M | Buy |
194,323
+753
| +0.4% | +$34.1K | 0.01% | 1007 |
|
|
2022
Q3 | $8.99M | Buy |
193,570
+4,361
| +2% | +$203K | 0.01% | 942 |
|
|
2022
Q2 | $7.59M | Buy |
189,209
+7,826
| +4% | +$314K | 0.01% | 1045 |
|
|
2022
Q1 | $8.46M | Buy |
181,383
+28,035
| +18% | +$1.31M | 0.01% | 1034 |
|
|
2021
Q4 | $7.69M | Buy |
153,348
+19,276
| +14% | +$966K | 0.01% | 1130 |
|
|
2021
Q3 | $6.88M | Sell |
134,072
-18,326
| -12% | -$940K | 0.01% | 1160 |
|
|
2021
Q2 | $7.1M | Sell |
152,398
-7,208
| -5% | -$336K | 0.01% | 1222 |
|
|
2021
Q1 | $7.95M | Buy |
159,606
+76,626
| +92% | +$3.82M | 0.01% | 1141 |
|
|
2020
Q4 | $3.72M | Buy |
82,980
+3,719
| +5% | +$167K | 0.01% | 1528 |
|
|
2020
Q3 | $2.14M | Sell |
79,261
-13,486
| -15% | -$364K | ﹤0.01% | 1646 |
|
|
2020
Q2 | $2.66M | Sell |
92,747
-732
| -0.8% | -$21K | ﹤0.01% | 1571 |
|
|
2020
Q1 | $2.33M | Buy |
93,479
+6,293
| +7% | +$157K | ﹤0.01% | 1468 |
|
|
2019
Q4 | $3.84M | Buy |
87,186
+2,457
| +3% | +$108K | 0.01% | 1423 |
|
|
2019
Q3 | $3.74M | Buy |
84,729
+5,854
| +7% | +$258K | 0.01% | 1351 |
|
|
2019
Q2 | $3.26M | Buy |
78,875
+3,419
| +5% | +$141K | 0.01% | 1440 |
|
|
2019
Q1 | $2.91M | Buy |
75,456
+30,944
| +70% | +$1.19M | 0.01% | 1491 |
|
|
2018
Q4 | $1.69M | Buy |
44,512
+12,879
| +41% | +$488K | ﹤0.01% | 1751 |
|
|
2018
Q3 | $1.49M | Sell |
31,633
-2,941
| -9% | -$139K | ﹤0.01% | 1818 |
|
|
2018
Q2 | $1.84M | Buy |
34,574
+710
| +2% | +$37.8K | ﹤0.01% | 1717 |
|
|
2018
Q1 | $1.62M | Sell |
33,864
-935
| -3% | -$44.8K | ﹤0.01% | 1716 |
|
|
2017
Q4 | $1.67M | Sell |
34,799
-5,400
| -13% | -$258K | ﹤0.01% | 1724 |
|
|
2017
Q3 | $1.96M | Buy |
40,199
+385
| +1% | +$18.8K | ﹤0.01% | 1634 |
|
|
2017
Q2 | $1.81M | Buy |
39,814
+86
| +0.2% | +$3.9K | ﹤0.01% | 1644 |
|
|
2017
Q1 | $1.83M | Buy |
39,728
+1,590
| +4% | +$73.1K | ﹤0.01% | 1609 |
|
|
2016
Q4 | $1.77M | Sell |
38,138
-2,036
| -5% | -$94.4K | ﹤0.01% | 1522 |
|
|
2016
Q3 | $1.47M | Buy |
40,174
+200
| +0.5% | +$7.3K | ﹤0.01% | 1604 |
|
|
2016
Q2 | $1.29M | Sell |
39,974
-10,051
| -20% | -$324K | ﹤0.01% | 1631 |
|
|
2016
Q1 | $1.63M | Buy |
50,025
+4,765
| +11% | +$155K | 0.01% | 1511 |
|
|
2015
Q4 | $1.47M | Buy |
45,260
+2,756
| +6% | +$89.2K | ﹤0.01% | 1551 |
|
|
2015
Q3 | $1.23M | Buy |
42,504
+2,234
| +6% | +$64.4K | ﹤0.01% | 1651 |
|
|
2015
Q2 | $1.1M | Sell |
40,270
-1,370
| -3% | -$37.5K | ﹤0.01% | 1798 |
|
|
2015
Q1 | $1.05M | Buy |
41,640
+2,700
| +7% | +$68.1K | ﹤0.01% | 1830 |
|
|
2014
Q4 | $998K | Buy |
38,940
+3,075
| +9% | +$78.8K | ﹤0.01% | 1817 |
|
|
2014
Q3 | $856K | Hold |
35,865
| – | – | ﹤0.01% | 1862 |
|
|
2014
Q2 | $881K | Buy |
35,865
+1,350
| +4% | +$33.2K | ﹤0.01% | 1911 |
|
|
2014
Q1 | $822K | Sell |
34,515
-1,050
| -3% | -$25K | ﹤0.01% | 1920 |
|
|
2013
Q4 | $919K | Sell |
35,565
-2,400
| -6% | -$62K | ﹤0.01% | 1873 |
|
|
2013
Q3 | $762K | Sell |
37,965
-216
| -0.6% | -$4.34K | ﹤0.01% | 1953 |
|
|
2013
Q2 | $667K | Buy |
+38,181
| New | +$667K | ﹤0.01% | 2047 |
|