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