Stonebridge Financial Group’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	-1,665	Closed	-$65.8K	–	957
2025 Q1	$65.8K	Buy	1,665 +5	+0.3%	+$198	0.01%	346
2024 Q4	$60.3K	Buy	+1,660	New	+$60.3K	0.01%	353