A detailed history of Ep Wealth Advisors, LLC transactions in Sjw Group stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,531 shares of SJW stock, worth $419,928. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,531
Previous 8,031 6.23%
Holding current value
$419,928
Previous $435,000 0.46%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$53.35 - $61.66 $26,675 - $30,830
-500 Reduced 6.23%
7,531 $437,000
Q2 2024

Aug 19, 2024

SELL
$51.68 - $60.05 $25,840 - $30,025
-500 Reduced 5.86%
8,031 $435,000
Q1 2024

May 14, 2024

BUY
$55.06 - $65.65 $96,355 - $114,887
1,750 Added 25.81%
8,531 $482,000
Q3 2023

Nov 22, 2023

SELL
$60.11 - $72.91 $126,110 - $152,965
-2,098 Reduced 23.63%
6,781 $407,000
Q2 2023

Aug 14, 2023

SELL
$68.77 - $80.8 $1.05 Million - $1.23 Million
-15,255 Reduced 63.21%
8,879 $622,000
Q1 2023

Jun 05, 2023

BUY
$72.41 - $83.35 $1.75 Million - $2.01 Million
24,134 New
24,134 $1.84 Million
Q4 2022

Jun 12, 2023

SELL
$59.46 - $83.55 $1.07 Million - $1.5 Million
-17,953 Reduced 74.39%
6,181 $501,000
Q3 2021

Nov 23, 2021

SELL
$63.63 - $70.88 $1.43 Million - $1.6 Million
-22,506 Reduced 78.45%
6,181 $408,000
Q3 2021

Nov 16, 2021

BUY
$63.63 - $70.88 $1.43 Million - $1.6 Million
22,506 Added 364.12%
28,687 $408,000
Q4 2020

Feb 18, 2021

BUY
$60.11 - $70.34 $371,539 - $434,771
6,181 New
6,181 $429,000

Others Institutions Holding SJW

About SJW GROUP


  • Ticker SJW
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 30,247,700
  • Market Cap $1.69B
  • Description
  • SJW Group, through its subsidiaries, provides water utility services in the United States. It engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services. The company also provides non-tariffed services, including water system operations, maintenance agreements, and antenn...
More about SJW
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