Thrivent Financial for Lutherans’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 | $2.39M | Sell |
43,489
-2,244
| -5% | -$123K | 0.01% | 1236 |
|
2025
Q1 | $2.37M | Sell |
45,733
-2,440
| -5% | -$127K | 0.01% | 1174 |
|
2024
Q4 | $2.56M | Sell |
48,173
-3,449
| -7% | -$183K | 0.01% | 1267 |
|
2024
Q3 | $2.63M | Sell |
51,622
-999
| -2% | -$50.9K | 0.01% | 1258 |
|
2024
Q2 | $2.47M | Sell |
52,621
-3,010
| -5% | -$141K | 0.01% | 1246 |
|
2024
Q1 | $2.51M | Sell |
55,631
-21,625
| -28% | -$976K | 0.01% | 1247 |
|
2023
Q4 | $3.55M | Buy |
77,256
+18,072
| +31% | +$830K | 0.01% | 1015 |
|
2023
Q3 | $2.16M | Sell |
59,184
-1,964
| -3% | -$71.7K | 0.01% | 1246 |
|
2023
Q2 | $2.31M | Sell |
61,148
-4,270
| -7% | -$161K | 0.01% | 1254 |
|
2023
Q1 | $2.46M | Buy |
65,418
+2,245
| +4% | +$84.4K | 0.01% | 1159 |
|
2022
Q4 | $2.86M | Sell |
63,173
-2,481
| -4% | -$112K | 0.01% | 1034 |
|
2022
Q3 | $3.05M | Buy |
65,654
+2,055
| +3% | +$95.5K | 0.01% | 986 |
|
2022
Q2 | $2.55M | Buy |
63,599
+10,294
| +19% | +$413K | 0.01% | 1095 |
|
2022
Q1 | $2.49M | Buy |
53,305
+18
| +0% | +$839 | ﹤0.01% | 1195 |
|
2021
Q4 | $2.67M | Buy |
53,287
+14,864
| +39% | +$745K | 0.01% | 1206 |
|
2021
Q3 | $1.97M | Sell |
38,423
-434
| -1% | -$22.3K | ﹤0.01% | 1360 |
|
2021
Q2 | $1.81M | Sell |
38,857
-159
| -0.4% | -$7.41K | ﹤0.01% | 1478 |
|
2021
Q1 | $1.94M | Buy |
+39,016
| New | +$1.94M | ﹤0.01% | 1445 |
|
2019
Q3 | – | Sell |
-252,561
| Closed | -$10.4M | – | 2254 |
|
2019
Q2 | $10.4M | Hold |
252,561
| – | – | 0.03% | 502 |
|
2019
Q1 | $9.75M | Hold |
252,561
| – | – | 0.03% | 487 |
|
2018
Q4 | $9.58M | Sell |
252,561
-95,239
| -27% | -$3.61M | 0.03% | 459 |
|
2018
Q3 | $16.4M | Buy |
347,800
+132,861
| +62% | +$6.26M | 0.05% | 375 |
|
2018
Q2 | $11.5M | Buy |
214,939
+20,409
| +10% | +$1.09M | 0.04% | 460 |
|
2018
Q1 | $9.32M | Buy |
194,530
+18,587
| +11% | +$890K | 0.03% | 494 |
|
2017
Q4 | $8.42M | Buy |
175,943
+24
| +0% | +$1.15K | 0.03% | 512 |
|
2017
Q3 | $8.58M | Sell |
175,919
-7,585
| -4% | -$370K | 0.03% | 479 |
|
2017
Q2 | $8.32M | Buy |
183,504
+123,926
| +208% | +$5.62M | 0.03% | 451 |
|
2017
Q1 | $2.74M | Hold |
59,578
| – | – | 0.01% | 744 |
|
2016
Q4 | $2.76M | Hold |
59,578
| – | – | 0.01% | 752 |
|
2016
Q3 | $2.17M | Hold |
59,578
| – | – | 0.01% | 840 |
|
2016
Q2 | $1.92M | Buy |
59,578
+10
| +0% | +$322 | 0.01% | 885 |
|
2016
Q1 | $1.94M | Buy |
+59,568
| New | +$1.94M | 0.01% | 873 |
|