Jefferies Financial Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
95,235
+59,033
| +163% | +$2.19M | 0.03% | 270 |
|
|
2025
Q1 | $1.43M | Buy |
+36,202
| New | +$1.43M | 0.01% | 508 |
|
|
2024
Q2 | – | Sell |
-42,525
| Closed | -$1.58M | – | 1512 |
|
|
2024
Q1 | $1.58M | Buy |
+42,525
| New | +$1.58M | 0.01% | 463 |
|
|
2023
Q2 | – | Sell |
-18,400
| Closed | -$803K | – | 1493 |
|
|
2023
Q1 | $803K | Buy |
+18,400
| New | +$803K | 0.01% | 608 |
|
|
2019
Q2 | – | Sell |
-27,248
| Closed | -$993K | – | 43 |
|
|
2019
Q1 | $993K | Sell |
27,248
-13,697
| -33% | -$499K | 0.1% | 30 |
|
|
2018
Q4 | $1.4M | Buy |
40,945
+3,697
| +10% | +$126K | 0.16% | 31 |
|
|
2018
Q3 | $1.37M | Buy |
37,248
+1,107
| +3% | +$40.8K | 0.11% | 68 |
|
|
2018
Q2 | $1.27M | Sell |
36,141
-2,180
| -6% | -$76.7K | 0.1% | 57 |
|
|
2018
Q1 | $1.31M | Buy |
38,321
+29,346
| +327% | +$999K | 0.09% | 59 |
|
|
2017
Q4 | $352K | Sell |
8,975
-1,502
| -14% | -$58.9K | 0.03% | 85 |
|
|
2017
Q3 | $348K | Buy |
+10,477
| New | +$348K | 0.03% | 63 |
|