SG Americas Securities’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 | $2.9M | Buy |
52,722
+43,924
| +499% | +$2.42M | 0.01% | 574 |
|
|
2025
Q1 | $456K | Buy |
+8,798
| New | +$456K | ﹤0.01% | 1666 |
|
|
2024
Q4 | – | Sell |
-2,488
| Closed | -$127K | – | 3192 |
|
|
2024
Q3 | $127K | Buy |
+2,488
| New | +$127K | ﹤0.01% | 2552 |
|
|
2024
Q2 | – | Sell |
-6,605
| Closed | -$298K | – | 2873 |
|
|
2024
Q1 | $298K | Buy |
+6,605
| New | +$298K | ﹤0.01% | 1510 |
|
|
2023
Q4 | – | Sell |
-34,745
| Closed | -$1.27M | – | 3106 |
|
|
2023
Q3 | $1.27M | Buy |
+34,745
| New | +$1.27M | 0.01% | 1000 |
|
|
2023
Q2 | – | Sell |
-7,648
| Closed | -$288K | – | 2881 |
|
|
2023
Q1 | $288K | Buy |
7,648
+4,365
| +133% | +$164K | ﹤0.01% | 1959 |
|
|
2022
Q4 | $149K | Sell |
3,283
-9,996
| -75% | -$454K | ﹤0.01% | 2206 |
|
|
2022
Q3 | $617K | Sell |
13,279
-2,784
| -17% | -$129K | 0.01% | 1186 |
|
|
2022
Q2 | $644K | Buy |
16,063
+10,794
| +205% | +$433K | 0.01% | 1570 |
|
|
2022
Q1 | $246K | Sell |
5,269
-70,841
| -93% | -$3.31M | ﹤0.01% | 2056 |
|
|
2021
Q4 | $3.82M | Buy |
76,110
+30,719
| +68% | +$1.54M | 0.02% | 557 |
|
|
2021
Q3 | $2.33M | Buy |
45,391
+43,242
| +2,012% | +$2.22M | 0.01% | 1013 |
|
|
2021
Q2 | $100K | Sell |
2,149
-5,837
| -73% | -$272K | ﹤0.01% | 2427 |
|
|
2021
Q1 | $398K | Sell |
7,986
-6,494
| -45% | -$324K | ﹤0.01% | 1979 |
|
|
2020
Q4 | $650K | Buy |
+14,480
| New | +$650K | ﹤0.01% | 1569 |
|
|
2020
Q3 | – | Sell |
-26,855
| Closed | -$771K | – | 2960 |
|
|
2020
Q2 | $771K | Buy |
26,855
+8,805
| +49% | +$253K | 0.01% | 1416 |
|
|
2020
Q1 | $450K | Buy |
18,050
+10,261
| +132% | +$256K | ﹤0.01% | 1585 |
|
|
2019
Q4 | $343K | Buy |
7,789
+2,202
| +39% | +$97K | ﹤0.01% | 1802 |
|
|
2019
Q3 | $246K | Sell |
5,587
-16,299
| -74% | -$718K | ﹤0.01% | 1934 |
|
|
2019
Q2 | $904K | Buy |
21,886
+17,991
| +462% | +$743K | 0.01% | 1335 |
|
|
2019
Q1 | $150K | Buy |
+3,895
| New | +$150K | ﹤0.01% | 2424 |
|
|
2018
Q3 | – | Sell |
-14,667
| Closed | -$782K | – | 2905 |
|
|
2018
Q2 | $782K | Buy |
14,667
+470
| +3% | +$25.1K | 0.01% | 1490 |
|
|
2018
Q1 | $680K | Buy |
14,197
+2,570
| +22% | +$123K | 0.01% | 1442 |
|
|
2017
Q4 | $556K | Sell |
11,627
-4,065
| -26% | -$194K | 0.01% | 1524 |
|
|
2017
Q3 | $765K | Buy |
15,692
+2,909
| +23% | +$142K | 0.01% | 1283 |
|
|
2017
Q2 | $580K | Buy |
12,783
+211
| +2% | +$9.57K | 0.01% | 1583 |
|
|
2017
Q1 | $578K | Sell |
12,572
-107
| -0.8% | -$4.92K | 0.01% | 1573 |
|
|
2016
Q4 | $588K | Buy |
12,679
+7,360
| +138% | +$341K | ﹤0.01% | 1444 |
|
|
2016
Q3 | $194K | Buy |
5,319
+1,936
| +57% | +$70.6K | ﹤0.01% | 2237 |
|
|
2016
Q2 | $109K | Buy |
+3,383
| New | +$109K | ﹤0.01% | 2018 |
|