Royal Bank of Canada’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 | $11.2M | Sell |
203,656
-19,396
| -9% | -$1.07M | ﹤0.01% | 1762 |
|
|
2025
Q1 | $11.6M | Buy |
223,052
+2,237
| +1% | +$116K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $11.7M | Buy |
220,815
+16,176
| +8% | +$860K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $10.4M | Buy |
204,639
+115,865
| +131% | +$5.91M | ﹤0.01% | 1539 |
|
|
2024
Q2 | $4.17M | Sell |
88,774
-5,004
| -5% | -$235K | ﹤0.01% | 2085 |
|
|
2024
Q1 | $4.23M | Sell |
93,778
-22,805
| -20% | -$1.03M | ﹤0.01% | 2054 |
|
|
2023
Q4 | $5.35M | Buy |
116,583
+42,721
| +58% | +$1.96M | ﹤0.01% | 1869 |
|
|
2023
Q3 | $2.7M | Buy |
73,862
+284
| +0.4% | +$10.4K | ﹤0.01% | 2254 |
|
|
2023
Q2 | $2.78M | Sell |
73,578
-2,008
| -3% | -$75.7K | ﹤0.01% | 2266 |
|
|
2023
Q1 | $2.84M | Buy |
75,586
+4,563
| +6% | +$172K | ﹤0.01% | 2252 |
|
|
2022
Q4 | $3.22M | Buy |
71,023
+15,090
| +27% | +$684K | ﹤0.01% | 2170 |
|
|
2022
Q3 | $2.6M | Sell |
55,933
-10,938
| -16% | -$508K | ﹤0.01% | 2266 |
|
|
2022
Q2 | $2.68M | Buy |
66,871
+9,802
| +17% | +$393K | ﹤0.01% | 2294 |
|
|
2022
Q1 | $2.66M | Buy |
57,069
+36,284
| +175% | +$1.69M | ﹤0.01% | 2432 |
|
|
2021
Q4 | $1.04M | Sell |
20,785
-5,493
| -21% | -$275K | ﹤0.01% | 3298 |
|
|
2021
Q3 | $1.35M | Sell |
26,278
-987
| -4% | -$50.6K | ﹤0.01% | 2993 |
|
|
2021
Q2 | $1.27M | Sell |
27,265
-2,138
| -7% | -$99.6K | ﹤0.01% | 3081 |
|
|
2021
Q1 | $1.46M | Sell |
29,403
-17,979
| -38% | -$895K | ﹤0.01% | 2874 |
|
|
2020
Q4 | $2.13M | Sell |
47,382
-31,419
| -40% | -$1.41M | ﹤0.01% | 2459 |
|
|
2020
Q3 | $2.13M | Sell |
78,801
-27,934
| -26% | -$754K | ﹤0.01% | 2292 |
|
|
2020
Q2 | $3.06M | Buy |
106,735
+37,099
| +53% | +$1.06M | ﹤0.01% | 2013 |
|
|
2020
Q1 | $1.74M | Buy |
69,636
+18,348
| +36% | +$457K | ﹤0.01% | 2250 |
|
|
2019
Q4 | $2.26M | Buy |
51,288
+49,119
| +2,265% | +$2.16M | ﹤0.01% | 2331 |
|
|
2019
Q3 | $95K | Buy |
2,169
+71
| +3% | +$3.11K | ﹤0.01% | 4245 |
|
|
2019
Q2 | $86K | Sell |
2,098
-321
| -13% | -$13.2K | ﹤0.01% | 4336 |
|
|
2019
Q1 | $93K | Buy |
2,419
+1,617
| +202% | +$62.2K | ﹤0.01% | 4212 |
|
|
2018
Q4 | $30K | Sell |
802
-514
| -39% | -$19.2K | ﹤0.01% | 4684 |
|
|
2018
Q3 | $62K | Buy |
1,316
+803
| +157% | +$37.8K | ﹤0.01% | 4535 |
|
|
2018
Q2 | $28K | Buy |
513
+27
| +6% | +$1.47K | ﹤0.01% | 4822 |
|
|
2018
Q1 | $23K | Sell |
486
-92
| -16% | -$4.35K | ﹤0.01% | 4797 |
|
|
2017
Q4 | $27K | Sell |
578
-2,443
| -81% | -$114K | ﹤0.01% | 4729 |
|
|
2017
Q3 | $147K | Sell |
3,021
-2,191
| -42% | -$107K | ﹤0.01% | 4039 |
|
|
2017
Q2 | $236K | Sell |
5,212
-3,491
| -40% | -$158K | ﹤0.01% | 3584 |
|
|
2017
Q1 | $399K | Sell |
8,703
-951
| -10% | -$43.6K | ﹤0.01% | 3231 |
|
|
2016
Q4 | $447K | Buy |
9,654
+2,160
| +29% | +$100K | ﹤0.01% | 3174 |
|
|
2016
Q3 | $273K | Sell |
7,494
-5,212
| -41% | -$190K | ﹤0.01% | 3505 |
|
|
2016
Q2 | $409K | Buy |
12,706
+575
| +5% | +$18.5K | ﹤0.01% | 3226 |
|
|
2016
Q1 | $395K | Sell |
12,131
-10,296
| -46% | -$335K | ﹤0.01% | 3244 |
|
|
2015
Q4 | $725K | Buy |
22,427
+17,075
| +319% | +$552K | ﹤0.01% | 2815 |
|
|
2015
Q3 | $154K | Sell |
5,352
-47,550
| -90% | -$1.37M | ﹤0.01% | 3935 |
|
|
2015
Q2 | $1.45M | Buy |
52,902
+27,807
| +111% | +$760K | ﹤0.01% | 2214 |
|
|
2015
Q1 | $633K | Sell |
25,095
-7,266
| -22% | -$183K | ﹤0.01% | 2861 |
|
|
2014
Q4 | $829K | Buy |
+32,361
| New | +$829K | ﹤0.01% | 2593 |
|
|
2014
Q2 | – | Sell |
-5,346
| Closed | -$127K | – | 5523 |
|
|
2014
Q1 | $127K | Buy |
+5,346
| New | +$127K | ﹤0.01% | 3907 |
|
|
2013
Q4 | – | Sell |
-5,682
| Closed | -$114K | – | 5455 |
|
|
2013
Q3 | $114K | Buy |
+5,682
| New | +$114K | ﹤0.01% | 3865 |
|