Jefferies Financial Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.39M	Buy	133,752 +88,352	+195%	+$3.48M	0.07%	334
2025 Q4	$1.74M	Buy	45,400 +9,848	+28%	+$388K	0.01%	870
2025 Q3	$1.42M	Sell	35,552 -59,683	-63%	-$2.27M	0.01%	759
2025 Q2	$3.54M	Buy	95,235 +59,033	+163%	+$2.3M	0.06%	385
2025 Q1	$1.43M	Buy	+36,202	New	+$1.33M	0.02%	673
2024 Q2	–	Sell	-42,525	Closed	-$1.58M	–	1951
2024 Q1	$1.58M	Buy	+42,525	New	+$1.54M	0.03%	667
2023 Q2	–	Sell	-18,400	Closed	-$803K	–	2092
2023 Q1	$803K	Buy	+18,400	New	+$830K	0.02%	963
2019 Q2	–	Sell	-27,248	Closed	-$993K	–	47
2019 Q1	$993K	Sell	27,248 -13,697	-33%	-$483K	0.12%	33
2018 Q4	$1.4M	Buy	40,945 +3,697	+10%	+$128K	0.16%	31
2018 Q3	$1.37M	Buy	37,248 +1,107	+3%	+$40.9K	0.11%	68
2018 Q2	$1.27M	Sell	36,141 -2,180	-6%	-$74.7K	0.1%	57
2018 Q1	$1.3M	Buy	38,321 +29,346	+327%	+$1.02M	0.09%	59
2017 Q4	$352K	Sell	8,975 -1,502	-14%	-$54.8K	0.03%	85
2017 Q3	$348K	Buy	+10,477	New	+$351K	0.03%	63