Stifel Financial’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
Q3 | $425K | Sell |
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|
2025
Q2 | $514K | Sell |
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|
2025
Q1 | $843K | Sell |
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|
2024
Q4 | $950K | Buy |
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|
2024
Q3 | $884K | Sell |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $841K | Sell |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $3.38M | Buy |
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|
2022
Q3 | $3.33M | Sell |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $3.85M | Buy |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $3.5M | Sell |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $3.64M | Buy |
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|
2020
Q3 | $2.15M | Buy |
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|
2020
Q2 | $2.25M | Sell |
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|
2020
Q1 | $1.95M | Sell |
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|
2019
Q4 | $16.8M | Buy |
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|
2019
Q3 | $14.7M | Sell |
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|
2019
Q2 | $14.2M | Buy |
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|
2019
Q1 | $3.62M | Buy |
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|
2018
Q4 | $3.54M | Sell |
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|
2018
Q3 | $4.43M | Sell |
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|
2018
Q2 | $5.03M | Sell |
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|
2018
Q1 | $4.52M | Buy |
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|
2017
Q4 | $4.51M | Buy |
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|
2017
Q3 | $4.6M | Buy |
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|
2017
Q2 | $4.26M | Buy |
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|
2017
Q1 | $4.3M | Buy |
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|
2016
Q4 | $4.33M | Hold |
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|
2016
Q3 | $3.41M | Hold |
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|
2016
Q2 | $3.01M | Buy |
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|
2016
Q1 | $3.03M | Sell |
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|
2015
Q4 | $3.02M | Buy |
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|
2015
Q3 | $1.74M | Hold |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $1.53M | Buy |
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|
2014
Q4 | $1.55M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $315K | Buy |
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