Stephens Inc’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
Q3 | $1.32M | Sell |
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|
2025
Q2 | $2.27M | Buy |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.48M | Sell |
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|
2024
Q1 | $2.51M | Buy |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $3.39M | Sell |
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|
2022
Q3 | $3.02M | Buy |
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|
2022
Q2 | $3.31M | Buy |
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|
2022
Q1 | $3.18M | Sell |
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|
2021
Q4 | $3.38M | Sell |
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|
2021
Q3 | $3.29M | Buy |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $2.21M | Buy |
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|
2020
Q2 | $2.04M | Buy |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $359K | Sell |
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|
2019
Q2 | $336K | Buy |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q4 | $248K | Sell |
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|
2018
Q3 | $284K | Sell |
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|
2018
Q2 | $281K | Buy |
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|
2018
Q1 | $272K | Buy |
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|
2017
Q4 | $307K | Buy |
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|
2017
Q3 | $235K | Hold |
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|
2017
Q2 | $235K | Buy |
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