SouthState Corp’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 | $26K | Buy |
701
+626
| +835% | +$23.3K | ﹤0.01% | 601 |
|
|
2025
Q1 | $2.97K | Buy |
+75
| New | +$2.97K | ﹤0.01% | 1093 |
|
|
2024
Q1 | – | Sell |
-201
| Closed | -$7.51K | – | 752 |
|
|
2023
Q4 | $7.51K | Hold |
201
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $6.9K | Hold |
201
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $8.02K | Hold |
201
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $8.77K | Hold |
201
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $9.59K | Hold |
201
| – | – | ﹤0.01% | 560 |
|
|
2022
Q3 | $8K | Hold |
201
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $9K | Hold |
201
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $10K | Sell |
201
-414
| -67% | -$20.6K | ﹤0.01% | 600 |
|
|
2021
Q4 | $33K | Hold |
615
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $28K | Sell |
615
-635
| -51% | -$28.9K | ﹤0.01% | 413 |
|
|
2021
Q2 | $57K | Hold |
1,250
| – | – | ﹤0.01% | 287 |
|
|
2021
Q1 | $56K | Hold |
1,250
| – | – | 0.01% | 282 |
|
|
2020
Q4 | $59K | Hold |
1,250
| – | – | 0.01% | 273 |
|
|
2020
Q3 | $50K | Buy |
+1,250
| New | +$50K | 0.01% | 270 |
|