Lindbrook Capital’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.7K | Buy |
161
+6
| +4% | +$472 | ﹤0.01% | 1557 |
|
|
2024
Q4 | $12K | Hold |
155
| – | – | ﹤0.01% | 1554 |
|
|
2024
Q3 | $12.9K | Hold |
155
| – | – | ﹤0.01% | 1544 |
|
|
2024
Q2 | $11.2K | Buy |
155
+141
| +1,007% | +$10.2K | ﹤0.01% | 1562 |
|
|
2024
Q1 | $1.01K | Sell |
14
-34
| -71% | -$2.46K | ﹤0.01% | 2417 |
|
|
2023
Q4 | $3.86K | Buy |
48
+21
| +78% | +$1.69K | ﹤0.01% | 2022 |
|
|
2023
Q3 | $2.12K | Sell |
27
-73
| -73% | -$5.74K | ﹤0.01% | 2103 |
|
|
2023
Q2 | $8.7K | Hold |
100
| – | – | ﹤0.01% | 1548 |
|
|
2023
Q1 | $8.89K | Sell |
100
-89
| -47% | -$7.91K | ﹤0.01% | 1518 |
|
|
2022
Q4 | $17.5K | Buy |
189
+130
| +220% | +$12K | ﹤0.01% | 1131 |
|
|
2022
Q3 | $5K | Buy |
59
+27
| +84% | +$2.29K | ﹤0.01% | 1637 |
|
|
2022
Q2 | $3K | Sell |
32
-103
| -76% | -$9.66K | ﹤0.01% | 1747 |
|
|
2022
Q1 | $12K | Buy |
135
+16
| +13% | +$1.42K | ﹤0.01% | 1205 |
|
|
2021
Q4 | $12K | Sell |
119
-14
| -11% | -$1.41K | ﹤0.01% | 1191 |
|
|
2021
Q3 | $11K | Buy |
133
+39
| +41% | +$3.23K | ﹤0.01% | 943 |
|
|
2021
Q2 | $7K | Sell |
94
-62
| -40% | -$4.62K | ﹤0.01% | 1172 |
|
|
2021
Q1 | $12K | Buy |
156
+107
| +218% | +$8.23K | ﹤0.01% | 928 |
|
|
2020
Q4 | $4K | Buy |
49
+27
| +123% | +$2.2K | ﹤0.01% | 1231 |
|
|
2020
Q3 | $2K | Buy |
22
+7
| +47% | +$636 | ﹤0.01% | 1359 |
|
|
2020
Q2 | $1K | Sell |
15
-15
| -50% | -$1K | ﹤0.01% | 1516 |
|
|
2020
Q1 | $2K | Sell |
30
-32
| -52% | -$2.13K | ﹤0.01% | 1264 |
|
|
2019
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q3 | $6K | Buy |
62
+32
| +107% | +$3.1K | ﹤0.01% | 1012 |
|
|
2019
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1199 |
|