SEI Investments’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $736K | Buy |
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|
2025
Q2 | $603K | Sell |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $568K | Buy |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $357K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $726K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5.91M | Buy |
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|
2018
Q4 | $30K | Hold |
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|
2018
Q3 | $30K | Sell |
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|
2018
Q2 | $191K | Buy |
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|
2018
Q1 | $144K | Buy |
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|
2017
Q4 | $62K | Buy |
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|
2017
Q3 | $29K | Sell |
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|
2017
Q2 | $70K | Buy |
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|
2017
Q1 | $65K | Sell |
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|
2016
Q4 | $84K | Sell |
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|
2016
Q3 | $134K | Buy |
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|
2016
Q2 | $75K | Hold |
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|
2016
Q1 | $67K | Hold |
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|
2015
Q4 | $72K | Buy |
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