WSFS Financial Corporation shares owned by Lokken Investment Group
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $611k | 12k | 50.99 |
| 2024-06-30 | $563k | 12k | 47.00 |
| 2024-03-31 | $536k | 12k | 45.14 |
| 2023-12-31 | $500k | 11k | 45.93 |
| 2023-09-30 | $397k | 11k | 36.50 |
| 2023-06-30 | $410k | 11k | 37.72 |
| 2023-03-31 | $409k | 11k | 37.61 |
| 2022-12-31 | $493k | 11k | 45.34 |
| 2022-09-30 | $505k | 11k | 46.44 |
| 2022-06-30 | $436k | 11k | 40.10 |
| 2022-03-31 | $334k | 8.3k | 40.12 |
| 2021-12-31 | $417k | 8.3k | 50.10 |
| 2021-09-30 | $427k | 8.3k | 51.30 |
| 2021-06-30 | $388k | 8.3k | 46.62 |
| 2021-03-31 | $364k | 7.3k | 49.75 |
| 2020-12-31 | $345k | 7.7k | 44.91 |
| 2012-03-31 | $364k | 7.3k | 49.75 |