Tower Research Capital (TRC)’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 | $466K | Buy |
8,467
+6,421
| +314% | +$353K | 0.01% | 1044 |
|
|
2025
Q1 | $106K | Sell |
2,046
-872
| -30% | -$45.2K | ﹤0.01% | 1743 |
|
|
2024
Q4 | $155K | Sell |
2,918
-4,802
| -62% | -$255K | ﹤0.01% | 1878 |
|
|
2024
Q3 | $394K | Sell |
7,720
-15,400
| -67% | -$785K | 0.01% | 1037 |
|
|
2024
Q2 | $1.09M | Buy |
23,120
+19,866
| +611% | +$934K | 0.02% | 718 |
|
|
2024
Q1 | $147K | Sell |
3,254
-5,355
| -62% | -$242K | ﹤0.01% | 1613 |
|
|
2023
Q4 | $395K | Buy |
8,609
+6,060
| +238% | +$278K | ﹤0.01% | 1564 |
|
|
2023
Q3 | $93K | Buy |
2,549
+1,514
| +146% | +$55.3K | ﹤0.01% | 2032 |
|
|
2023
Q2 | $39K | Sell |
1,035
-1,639
| -61% | -$61.8K | ﹤0.01% | 2772 |
|
|
2023
Q1 | $101K | Buy |
2,674
+2,428
| +987% | +$91.7K | ﹤0.01% | 1867 |
|
|
2022
Q4 | $11K | Sell |
246
-6,755
| -96% | -$302K | ﹤0.01% | 3885 |
|
|
2022
Q3 | $326K | Sell |
7,001
-5,126
| -42% | -$239K | 0.01% | 1479 |
|
|
2022
Q2 | $486K | Buy |
12,127
+10,117
| +503% | +$405K | 0.01% | 1152 |
|
|
2022
Q1 | $94K | Sell |
2,010
-4,290
| -68% | -$201K | ﹤0.01% | 2254 |
|
|
2021
Q4 | $316K | Buy |
6,300
+3,225
| +105% | +$162K | 0.01% | 1438 |
|
|
2021
Q3 | $157K | Buy |
3,075
+952
| +45% | +$48.6K | ﹤0.01% | 2037 |
|
|
2021
Q2 | $99K | Sell |
2,123
-2,148
| -50% | -$100K | ﹤0.01% | 2438 |
|
|
2021
Q1 | $213K | Buy |
4,271
+395
| +10% | +$19.7K | ﹤0.01% | 1959 |
|
|
2020
Q4 | $174K | Sell |
3,876
-35,322
| -90% | -$1.59M | 0.01% | 1831 |
|
|
2020
Q3 | $1.06M | Buy |
39,198
+34,147
| +676% | +$921K | 0.01% | 943 |
|
|
2020
Q2 | $145K | Buy |
+5,051
| New | +$145K | 0.01% | 2115 |
|
|
2020
Q1 | – | Sell |
-2,840
| Closed | -$125K | – | 4000 |
|
|
2019
Q4 | $125K | Buy |
2,840
+2,245
| +377% | +$98.8K | 0.01% | 821 |
|
|
2019
Q3 | $26K | Sell |
595
-1,575
| -73% | -$68.8K | ﹤0.01% | 2301 |
|
|
2019
Q2 | $90K | Buy |
2,170
+2,119
| +4,155% | +$87.9K | 0.01% | 1230 |
|
|
2019
Q1 | $2K | Sell |
51
-55
| -52% | -$2.16K | ﹤0.01% | 3469 |
|
|
2018
Q4 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 3080 |
|
|
2018
Q3 | – | Sell |
-1,639
| Closed | -$87K | – | 4302 |
|
|
2018
Q2 | $87K | Buy |
+1,639
| New | +$87K | ﹤0.01% | 1532 |
|
|
2018
Q1 | – | Sell |
-515
| Closed | -$25K | – | 3963 |
|
|
2017
Q4 | $25K | Sell |
515
-2,719
| -84% | -$132K | ﹤0.01% | 1901 |
|
|
2017
Q3 | $158K | Buy |
3,234
+2,634
| +439% | +$129K | 0.01% | 951 |
|
|
2017
Q2 | $27K | Buy |
+600
| New | +$27K | ﹤0.01% | 1060 |
|
|
2017
Q1 | – | Sell |
-85
| Closed | -$4K | – | 4013 |
|
|
2016
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 3175 |
|
|
2016
Q3 | – | Sell |
-1,431
| Closed | -$46K | – | 4539 |
|
|
2016
Q2 | $46K | Buy |
+1,431
| New | +$46K | ﹤0.01% | 1623 |
|
|
2016
Q1 | – | Sell |
-923
| Closed | -$30K | – | 5039 |
|
|
2015
Q4 | $30K | Sell |
923
-2
| -0.2% | -$65 | ﹤0.01% | 892 |
|
|
2015
Q3 | $27K | Sell |
925
-215
| -19% | -$6.28K | ﹤0.01% | 1501 |
|
|
2015
Q2 | $31K | Sell |
1,140
-714
| -39% | -$19.4K | ﹤0.01% | 1745 |
|
|
2015
Q1 | $47K | Buy |
1,854
+1,554
| +518% | +$39.4K | 0.01% | 1520 |
|
|
2014
Q4 | $8K | Sell |
300
-369
| -55% | -$9.84K | ﹤0.01% | 2366 |
|
|
2014
Q3 | $16K | Sell |
669
-531
| -44% | -$12.7K | ﹤0.01% | 2494 |
|
|
2014
Q2 | $29K | Sell |
1,200
-132
| -10% | -$3.19K | ﹤0.01% | 1619 |
|
|
2014
Q1 | $32K | Buy |
+1,332
| New | +$32K | ﹤0.01% | 1446 |
|
|
2013
Q4 | – | Sell |
-5,967
| Closed | -$120K | – | 4968 |
|
|
2013
Q3 | $120K | Buy |
5,967
+5,640
| +1,725% | +$113K | 0.01% | 1133 |
|
|
2013
Q2 | $6K | Buy |
+327
| New | +$6K | ﹤0.01% | 2831 |
|