Raymond James Financial’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	$11.2M	Sell	302,223 -31,742	-10%	-$1.18M	﹤0.01%	1773
2025 Q1	$13.2M	Buy	333,965 +130,701	+64%	+$5.17M	0.01%	1601
2024 Q4	$7.38M	Buy	+203,264	New	+$7.38M	﹤0.01%	2068