Stock Yards Bank & Trust’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 | – | Sell |
-5,205
| Closed | -$206K | – | 396 |
|
2025
Q1 | $206K | Buy |
+5,205
| New | +$206K | 0.01% | 371 |
|
2024
Q4 | – | Sell |
-7,630
| Closed | -$294K | – | 382 |
|
2024
Q3 | $294K | Sell |
7,630
-130
| -2% | -$5.01K | 0.01% | 328 |
|
2024
Q2 | $290K | Sell |
7,760
-3,782
| -33% | -$141K | 0.01% | 334 |
|
2024
Q1 | $428K | Sell |
11,542
-1,680
| -13% | -$62.2K | 0.01% | 299 |
|
2023
Q4 | $494K | Sell |
13,222
-3,415
| -21% | -$128K | 0.02% | 277 |
|
2023
Q3 | $571K | Sell |
16,637
-2,741
| -14% | -$94.1K | 0.02% | 257 |
|
2023
Q2 | $773K | Sell |
19,378
-5,426
| -22% | -$217K | 0.03% | 236 |
|
2023
Q1 | $1.08M | Sell |
24,804
-4,180
| -14% | -$183K | 0.04% | 214 |
|
2022
Q4 | $1.38M | Buy |
28,984
+15,151
| +110% | +$723K | 0.05% | 197 |
|
2022
Q3 | $572K | Buy |
13,833
+820
| +6% | +$33.9K | 0.02% | 270 |
|
2022
Q2 | $597K | Buy |
+13,013
| New | +$597K | 0.02% | 269 |
|