Steward Partners Investment Advisory’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 | $1.1K | Sell |
20
-168
| -89% | -$9.24K | ﹤0.01% | 3845 |
|
|
2025
Q1 | $9.75K | Buy |
188
+17
| +10% | +$882 | ﹤0.01% | 3110 |
|
|
2024
Q4 | $9.09K | Buy |
171
+30
| +21% | +$1.59K | ﹤0.01% | 3134 |
|
|
2024
Q3 | $7.19K | Hold |
141
| – | – | ﹤0.01% | 3071 |
|
|
2024
Q2 | $6.63K | Hold |
141
| – | – | ﹤0.01% | 2957 |
|
|
2024
Q1 | $6.37K | Hold |
141
| – | – | ﹤0.01% | 2969 |
|
|
2023
Q4 | $6.48K | Buy |
+141
| New | +$6.48K | ﹤0.01% | 2868 |
|
|
2020
Q3 | – | Sell |
-93
| Closed | -$3K | – | 2864 |
|
|
2020
Q2 | $3K | Hold |
93
| – | – | ﹤0.01% | 2428 |
|
|
2020
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 2330 |
|
|
2019
Q4 | $4K | Hold |
93
| – | – | ﹤0.01% | 2320 |
|
|
2019
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 2323 |
|
|
2019
Q2 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 2387 |
|
|
2018
Q4 | – | Sell |
-93
| Closed | -$4K | – | 2176 |
|
|
2018
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 2233 |
|
|
2018
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 2020 |
|
|
2018
Q1 | $4K | Hold |
93
| – | – | ﹤0.01% | 1874 |
|
|
2017
Q4 | $4K | Hold |
93
| – | – | ﹤0.01% | 1590 |
|
|
2017
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 1370 |
|
|
2017
Q2 | $4K | Hold |
93
| – | – | ﹤0.01% | 1301 |
|
|
2017
Q1 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 1195 |
|