Ifp Advisors, Inc Sjw Group Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$72.41 - $83.35 $38,884 - $44,758	-537 Reduced 99.81%	1 $0
Q2 2022 Sep 06, 2022	BUY	$56.6 - $71.65 $30,450 - $38,547	538 New	538 $34,000
Q2 2022 Aug 12, 2022	SELL	$56.6 - $71.65 $30,450 - $38,547	-538 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$63.95 - $72.76 $13,685 - $15,570	214 Added 66.05%	538 $37,000
Q1 2022 Aug 08, 2022	BUY	$63.95 - $72.76 $13,877 - $15,788	217 Added 202.8%	324 $22,000
Q4 2021 Jan 12, 2022	BUY	$65.92 - $73.2 $527 - $585	8 Added 8.08%	107 $7,000
Q3 2021 Oct 06, 2021	BUY	$63.63 - $70.88 $699 - $779	11 Added 12.5%	99 $8,000
Q1 2021 Apr 30, 2021	SELL	$58.81 - $71.2 $17,584 - $21,288	-299 Reduced 77.26%	88 $6,000
Q3 2020 Oct 29, 2020	SELL	$58.56 - $71.06 $117 - $142	-2 Reduced 0.51%	387 $23,000
Q2 2020 Aug 05, 2020	SELL	$53.11 - $65.93 $8,232 - $10,219	-155 Reduced 28.49%	389 $23,000
Q1 2020 May 12, 2020	SELL	$49.48 - $74.73 $643 - $971	-13 Reduced 2.33%	544 $30,000
Q4 2019 Jan 17, 2020	SELL	$67.16 - $74.47 $6,850 - $7,595	-102 Reduced 15.48%	557 $39,000
Q3 2019 Nov 07, 2019	BUY	$61.23 - $69.23 $28,839 - $32,607	471 Added 250.53%	659 $45,000
Q1 2019 May 15, 2019	SELL	$54.74 - $63.76 $30,654 - $35,705	-560 Reduced 74.87%	188 $11,000
Q4 2018 Jan 23, 2019	SELL	$52.63 - $65.31 $5,210 - $6,465	-99 Reduced 11.69%	748 $41,000
Q3 2018 Oct 25, 2018	BUY	$56.12 - $67.29 $3,423 - $4,104	61 Added 7.76%	847 $0
Q2 2018 Aug 07, 2018	BUY	$51.68 - $68.15 $30,284 - $39,935	586 Added 293.0%	786 $0
Q2 2017 Jun 03, 2019	BUY	N/A	100 Added 100.0%	200 $10,000
Q4 2016 Jun 03, 2019	SELL	N/A	-88 Reduced 46.81%	100 $6,000
Q1 2016 Jun 03, 2019	BUY	N/A	188	188 $11,000

Others Institutions Holding SJW

# of Institutions

258

Shares Held

26.4M

Call Options Held

400

Put Options Held

1.4K

View Full List

About SJW GROUP

Ticker SJW
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 30,247,700
Market Cap $1.45B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account