Stifel Financial Corp Wsfs Financial Corp Transaction History

Stifel Financial Corp

$85.8 Billion
Q1 2024

A detailed history of Stifel Financial Corp transactions in Wsfs Financial Corp stock. As of the latest transaction made, Stifel Financial Corp holds 18,639 shares of WSFS stock, worth $866,340. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,639

Previous 18,954 1.66%

Holding current value

$866,340

Previous $870,000 3.33%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$41.0 - $47.34 $12,915 - $14,912	-315 Reduced 1.66%	18,639 $841,000
Q4 2023 Feb 12, 2024	SELL	$33.96 - $47.08 $1.31 Million - $1.82 Million	-38,679 Reduced 67.11%	18,954 $870,000
Q3 2023 Nov 13, 2023	SELL	$35.43 - $44.24 $239,648 - $299,239	-6,764 Reduced 10.5%	57,633 $2.1 Million
Q2 2023 Aug 14, 2023	SELL	$29.94 - $39.77 $319,190 - $423,987	-10,661 Reduced 14.2%	64,397 $2.43 Million
Q1 2023 May 12, 2023	BUY	$37.05 - $51.16 $19,488 - $26,910	526 Added 0.71%	75,058 $2.82 Million

Q4 2022 Feb 13, 2023	BUY	$44.36 - $49.78 $127,978 - $143,615	2,885 Added 4.03%	74,532 $3.38 Million
Q3 2022 Nov 14, 2022	SELL	$37.96 - $51.42 $81,082 - $109,833	-2,136 Reduced 2.89%	71,647 $3.33 Million
Q2 2022 Aug 15, 2022	SELL	$37.77 - $45.83 $334,000 - $405,274	-8,843 Reduced 10.7%	73,783 $2.96 Million
Q1 2022 May 13, 2022	BUY	$46.62 - $56.06 $656,223 - $789,100	14,076 Added 20.53%	82,626 $3.85 Million
Q4 2021 Feb 14, 2022	BUY	$47.5 - $55.67 $16,245 - $19,039	342 Added 0.5%	68,550 $3.44 Million
Q3 2021 Nov 15, 2021	SELL	$42.8 - $52.05 $184,296 - $224,127	-4,306 Reduced 5.94%	68,208 $3.5 Million
Q2 2021 Aug 13, 2021	SELL	$46.59 - $54.54 $660,506 - $773,213	-14,177 Reduced 16.35%	72,514 $3.38 Million
Q1 2021 May 14, 2021	BUY	$42.97 - $54.87 $241,534 - $308,424	5,621 Added 6.93%	86,691 $4.32 Million
Q4 2020 Feb 12, 2021	BUY	$27.23 - $45.24 $37,114 - $61,662	1,363 Added 1.71%	81,070 $3.64 Million
Q3 2020 Nov 16, 2020	BUY	$24.82 - $31.76 $28,989 - $37,095	1,168 Added 1.49%	79,707 $2.15 Million
Q2 2020 Aug 14, 2020	SELL	$21.5 - $32.8 $1,290 - $1,967	-60 Reduced 0.08%	78,539 $2.25 Million
Q1 2020 May 14, 2020	SELL	$19.49 - $44.0 $5.9 Million - $13.3 Million	-302,855 Reduced 79.39%	78,599 $1.95 Million
Q4 2019 Feb 13, 2020	BUY	$42.17 - $45.36 $2.03 Million - $2.18 Million	48,149 Added 14.45%	381,454 $16.8 Million
Q3 2019 Nov 13, 2019	SELL	$39.21 - $45.74 $387,786 - $452,368	-9,890 Reduced 2.88%	333,305 $14.7 Million
Q2 2019 Aug 14, 2019	BUY	$39.11 - $44.25 $9.75 Million - $11 Million	249,397 Added 265.89%	343,195 $14.2 Million
Q1 2019 May 14, 2019	BUY	$37.51 - $44.48 $18,529 - $21,973	494 Added 0.53%	93,798 $3.62 Million
Q4 2018 Feb 13, 2019	SELL	$36.4 - $48.07 $21,002 - $27,736	-577 Reduced 0.61%	93,304 $3.54 Million
Q3 2018 Nov 13, 2018	SELL	$46.7 - $57.55 $22,369 - $27,566	-479 Reduced 0.51%	93,881 $4.43 Million
Q2 2018 Aug 14, 2018	SELL	$47.1 - $56.2 $1,648 - $1,967	-35 Reduced 0.04%	94,360 $5.03 Million
Q1 2018 May 11, 2018	BUY	$46.65 - $52.95 $4,618 - $5,242	99 Added 0.1%	94,395 $4.52 Million
Q4 2017 Feb 14, 2018	BUY	$46.35 - $52.05 $648 - $728	14 Added 0.01%	94,296 $4.51 Million
Q3 2017 Nov 13, 2017	BUY	$42.65 - $48.75 $4.02 Million - $4.6 Million	94,282	94,282 $0

Others Institutions Holding WSFS

# of Institutions

249

Shares Held

52.8M

Call Options Held

13.2K

Put Options Held

400

View Full List

About WSFS FINANCIAL CORP

Ticker WSFS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 61,949,000
Market Cap $2.88B
Description
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...

More about WSFS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Wsfs Financial Corp Transaction History