Stephens Inc’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $206K | Hold |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Sell |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $224K | Sell |
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|
2017
Q4 | $437K | Sell |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.24M | Buy |
|