Sovereign Financial Group’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Sell |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $552K | Sell |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q3 | $562K | Sell |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $742K | Sell |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $533K | Hold |
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|
2021
Q1 | $533K | Hold |
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|
2020
Q4 | $511K | Buy |
|