Sterling Capital Management’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 | $86.2K | Buy |
1,568
+558
| +55% | +$30.7K | ﹤0.01% | 1385 |
|
|
2025
Q1 | $52.4K | Sell |
1,010
-853
| -46% | -$44.2K | ﹤0.01% | 1413 |
|
|
2024
Q4 | $99K | Buy |
1,863
+1,657
| +804% | +$88K | ﹤0.01% | 1437 |
|
|
2024
Q3 | $10.5K | Buy |
+206
| New | +$10.5K | ﹤0.01% | 1560 |
|
|
2015
Q4 | – | Sell |
-20,526
| Closed | -$591K | – | 1051 |
|
|
2015
Q3 | $591K | Hold |
20,526
| – | – | 0.01% | 675 |
|
|
2015
Q2 | $561K | Sell |
20,526
-72
| -0.3% | -$1.97K | 0.01% | 621 |
|
|
2015
Q1 | $519K | Sell |
20,598
-66,285
| -76% | -$1.67M | ﹤0.01% | 656 |
|
|
2014
Q4 | $2.23M | Sell |
86,883
-987
| -1% | -$25.3K | 0.02% | 352 |
|
|
2014
Q3 | $2.1M | Buy |
87,870
+66,024
| +302% | +$1.58M | 0.03% | 347 |
|
|
2014
Q2 | $536K | Buy |
21,846
+576
| +3% | +$14.1K | ﹤0.01% | 712 |
|
|
2014
Q1 | $506K | Buy |
21,270
+417
| +2% | +$9.92K | ﹤0.01% | 759 |
|
|
2013
Q4 | $539K | Buy |
20,853
+1,632
| +8% | +$42.2K | ﹤0.01% | 559 |
|
|
2013
Q3 | $386K | Sell |
19,221
-2,097
| -10% | -$42.1K | ﹤0.01% | 485 |
|
|
2013
Q2 | $372K | Buy |
+21,318
| New | +$372K | ﹤0.01% | 353 |
|