Stifel Financial’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $289K | Hold |
|
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $375K | Hold |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $491K | Sell |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $351K | Hold |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $339K | Buy |
|