SouthState Corp’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
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|
2025
Q1 | $2.96K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.51K | Hold |
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|
2023
Q3 | $6.9K | Hold |
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|
2023
Q2 | $8.02K | Hold |
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|
2023
Q1 | $8.77K | Hold |
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|
2022
Q4 | $9.59K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $28K | Sell |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $50K | Buy |
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