Stifel Financial’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 | $514K | Sell |
9,345
-6,903
| -42% | -$380K | ﹤0.01% | 2758 |
|
|
2025
Q1 | $843K | Sell |
16,248
-1,632
| -9% | -$84.7K | ﹤0.01% | 2344 |
|
|
2024
Q4 | $950K | Buy |
17,880
+546
| +3% | +$29K | ﹤0.01% | 2276 |
|
|
2024
Q3 | $884K | Sell |
17,334
-512
| -3% | -$26.1K | ﹤0.01% | 2309 |
|
|
2024
Q2 | $839K | Sell |
17,846
-793
| -4% | -$37.3K | ﹤0.01% | 2288 |
|
|
2024
Q1 | $841K | Sell |
18,639
-315
| -2% | -$14.2K | ﹤0.01% | 2298 |
|
|
2023
Q4 | $871K | Sell |
18,954
-38,679
| -67% | -$1.78M | ﹤0.01% | 2228 |
|
|
2023
Q3 | $2.1M | Sell |
57,633
-6,764
| -11% | -$247K | ﹤0.01% | 1565 |
|
|
2023
Q2 | $2.43M | Sell |
64,397
-10,661
| -14% | -$402K | ﹤0.01% | 1487 |
|
|
2023
Q1 | $2.82M | Buy |
75,058
+526
| +0.7% | +$19.8K | ﹤0.01% | 1354 |
|
|
2022
Q4 | $3.38M | Buy |
74,532
+2,885
| +4% | +$131K | 0.01% | 1197 |
|
|
2022
Q3 | $3.33M | Sell |
71,647
-2,136
| -3% | -$99.2K | 0.01% | 1157 |
|
|
2022
Q2 | $2.96M | Sell |
73,783
-8,843
| -11% | -$355K | ﹤0.01% | 1235 |
|
|
2022
Q1 | $3.85M | Buy |
82,626
+14,076
| +21% | +$656K | 0.01% | 1199 |
|
|
2021
Q4 | $3.44M | Buy |
68,550
+342
| +0.5% | +$17.1K | ﹤0.01% | 1270 |
|
|
2021
Q3 | $3.5M | Sell |
68,208
-4,306
| -6% | -$221K | 0.01% | 1221 |
|
|
2021
Q2 | $3.38M | Sell |
72,514
-14,177
| -16% | -$660K | 0.01% | 1246 |
|
|
2021
Q1 | $4.32M | Buy |
86,691
+5,621
| +7% | +$280K | 0.01% | 1041 |
|
|
2020
Q4 | $3.64M | Buy |
81,070
+1,363
| +2% | +$61.2K | 0.01% | 1031 |
|
|
2020
Q3 | $2.15M | Buy |
79,707
+1,168
| +1% | +$31.5K | ﹤0.01% | 1176 |
|
|
2020
Q2 | $2.25M | Sell |
78,539
-60
| -0.1% | -$1.72K | 0.01% | 1093 |
|
|
2020
Q1 | $1.95M | Sell |
78,599
-302,855
| -79% | -$7.5M | 0.01% | 1053 |
|
|
2019
Q4 | $16.8M | Buy |
381,454
+48,149
| +14% | +$2.12M | 0.04% | 420 |
|
|
2019
Q3 | $14.7M | Sell |
333,305
-9,890
| -3% | -$437K | 0.04% | 419 |
|
|
2019
Q2 | $14.2M | Buy |
343,195
+249,397
| +266% | +$10.3M | 0.04% | 446 |
|
|
2019
Q1 | $3.62M | Buy |
93,798
+494
| +0.5% | +$19.1K | 0.01% | 957 |
|
|
2018
Q4 | $3.54M | Sell |
93,304
-577
| -0.6% | -$21.9K | 0.01% | 908 |
|
|
2018
Q3 | $4.43M | Sell |
93,881
-479
| -0.5% | -$22.6K | 0.01% | 889 |
|
|
2018
Q2 | $5.03M | Sell |
94,360
-35
| -0% | -$1.87K | 0.02% | 811 |
|
|
2018
Q1 | $4.52M | Buy |
94,395
+99
| +0.1% | +$4.74K | 0.01% | 829 |
|
|
2017
Q4 | $4.51M | Buy |
94,296
+14
| +0% | +$670 | 0.01% | 814 |
|
|
2017
Q3 | $4.6M | Buy |
94,282
+363
| +0.4% | +$17.7K | 0.02% | 771 |
|
|
2017
Q2 | $4.26M | Buy |
93,919
+242
| +0.3% | +$11K | 0.02% | 783 |
|
|
2017
Q1 | $4.3M | Buy |
93,677
+174
| +0.2% | +$7.99K | 0.02% | 763 |
|
|
2016
Q4 | $4.33M | Hold |
93,503
| – | – | 0.02% | 713 |
|
|
2016
Q3 | $3.41M | Hold |
93,503
| – | – | 0.02% | 781 |
|
|
2016
Q2 | $3.01M | Buy |
93,503
+199
| +0.2% | +$6.41K | 0.01% | 824 |
|
|
2016
Q1 | $3.03M | Sell |
93,304
-104
| -0.1% | -$3.38K | 0.02% | 761 |
|
|
2015
Q4 | $3.02M | Buy |
93,408
+32,907
| +54% | +$1.06M | 0.02% | 782 |
|
|
2015
Q3 | $1.74M | Hold |
60,501
| – | – | 0.01% | 978 |
|
|
2015
Q2 | $1.66M | Sell |
60,501
-51
| -0.1% | -$1.4K | 0.01% | 1108 |
|
|
2015
Q1 | $1.53M | Buy |
60,552
+51
| +0.1% | +$1.29K | 0.01% | 1064 |
|
|
2014
Q4 | $1.55M | Buy |
+60,501
| New | +$1.55M | 0.01% | 1039 |
|
|
2014
Q3 | – | Sell |
-12,849
| Closed | -$315K | – | 2280 |
|
|
2014
Q2 | $315K | Buy |
+12,849
| New | +$315K | ﹤0.01% | 1744 |
|