State of Tennessee, Department of Treasury’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 | $1.83M | Buy |
33,230
+5,219
| +19% | +$287K | 0.01% | 925 |
|
|
2025
Q1 | $1.45M | Buy |
28,011
+2,475
| +10% | +$128K | 0.01% | 1016 |
|
|
2024
Q4 | $1.36M | Buy |
25,536
+9,663
| +61% | +$513K | ﹤0.01% | 1062 |
|
|
2024
Q3 | $809K | Sell |
15,873
-13,167
| -45% | -$671K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $1.36M | Buy |
29,040
+1,293
| +5% | +$60.8K | 0.01% | 1018 |
|
|
2024
Q1 | $1.25M | Sell |
27,747
-21,188
| -43% | -$956K | ﹤0.01% | 1054 |
|
|
2023
Q4 | $2.25M | Buy |
48,935
+18,040
| +58% | +$829K | 0.01% | 819 |
|
|
2023
Q3 | $1.13M | Buy |
30,895
+6,052
| +24% | +$221K | ﹤0.01% | 999 |
|
|
2023
Q2 | $937K | Buy |
24,843
+1,200
| +5% | +$45.3K | ﹤0.01% | 1191 |
|
|
2023
Q1 | $889K | Sell |
23,643
-21,665
| -48% | -$815K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $2.06M | Buy |
45,308
+4,706
| +12% | +$213K | 0.01% | 830 |
|
|
2022
Q3 | $1.89M | Buy |
40,602
+16,030
| +65% | +$745K | 0.01% | 843 |
|
|
2022
Q2 | $985K | Hold |
24,572
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q1 | $1.15M | Buy |
24,572
+9,273
| +61% | +$432K | ﹤0.01% | 1136 |
|
|
2021
Q4 | $767K | Sell |
15,299
-6,510
| -30% | -$326K | ﹤0.01% | 1231 |
|
|
2021
Q3 | $1.12M | Sell |
21,809
-1,630
| -7% | -$83.7K | ﹤0.01% | 1079 |
|
|
2021
Q2 | $1.09M | Sell |
23,439
-4,890
| -17% | -$228K | ﹤0.01% | 1128 |
|
|
2021
Q1 | $1.41M | Buy |
+28,329
| New | +$1.41M | 0.01% | 998 |
|