BOK Financial’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57K | Hold |
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|
2025
Q1 | $7K | Hold |
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|
2024
Q4 | $6.03K | Hold |
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|
2024
Q3 | $6.85K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $26.6K | Buy |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $431K | Sell |
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|
2020
Q3 | $407K | Hold |
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|
2020
Q2 | $428K | Sell |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $534K | Sell |
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|
2019
Q3 | $559K | Buy |
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|
2019
Q2 | $501K | Buy |
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|
2019
Q1 | $377K | Buy |
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|
2018
Q4 | $340K | Buy |
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|
2018
Q3 | $367K | Sell |
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|
2018
Q2 | $360K | Buy |
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|
2018
Q1 | $339K | Buy |
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|
2017
Q4 | $357K | Buy |
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|
2017
Q3 | $292K | Buy |
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|
2017
Q2 | $283K | Buy |
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|
2017
Q1 | $268K | Buy |
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|
2016
Q4 | $221K | Hold |
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|
2016
Q3 | $224K | Sell |
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|
2016
Q2 | $301K | Sell |
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|
2016
Q1 | $321K | Sell |
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|
2015
Q4 | $323K | Sell |
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|
2015
Q3 | $324K | Buy |
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|
2015
Q2 | $255K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $681K | Buy |
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|
2013
Q4 | $569K | Sell |
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|
2013
Q3 | $1.05M | Buy |
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|
2013
Q2 | $648K | Buy |
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