Independent Advisor Alliance Sjw Group Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	SELL	$57.6 - $68.06 $310,982 - $367,455	-5,399 Reduced 35.38%	9,859 $568,000
Q2 2022 Aug 04, 2022	SELL	$56.6 - $71.65 $31,016 - $39,264	-548 Reduced 3.47%	15,258 $952,000
Q1 2022 May 06, 2022	SELL	$63.95 - $72.76 $10,615 - $12,078	-166 Reduced 1.04%	15,806 $1.1 Million
Q4 2021 Feb 11, 2022	SELL	$65.92 - $73.2 $23,731 - $26,352	-360 Reduced 2.2%	15,972 $1.17 Million
Q3 2021 Nov 01, 2021	SELL	$63.63 - $70.88 $21,125 - $23,532	-332 Reduced 1.99%	16,332 $1.08 Million
Q2 2021 Aug 12, 2021	BUY	$61.08 - $68.64 $3,970 - $4,461	65 Added 0.39%	16,664 $1.06 Million
Q1 2021 May 14, 2021	BUY	$58.81 - $71.2 $21,936 - $26,557	373 Added 2.3%	16,599 $1.05 Million
Q4 2020 Feb 11, 2021	SELL	$60.11 - $70.34 $11,000 - $12,872	-183 Reduced 1.12%	16,226 $1.13 Million
Q3 2020 Nov 04, 2020	BUY	$58.56 - $71.06 $46,203 - $56,066	789 Added 5.05%	16,409 $999,000
Q2 2020 Aug 06, 2020	BUY	$53.11 - $65.93 $144,299 - $179,131	2,717 Added 21.06%	15,620 $970,000
Q1 2020 May 14, 2020	SELL	$49.48 - $74.73 $139,434 - $210,589	-2,818 Reduced 17.93%	12,903 $745,000
Q4 2019 Feb 07, 2020	BUY	$67.16 - $74.47 $66,421 - $73,650	989 Added 6.71%	15,721 $1.12 Million
Q3 2019 Nov 12, 2019	SELL	$61.23 - $69.23 $10,102 - $11,422	-165 Reduced 1.11%	14,732 $1.01 Million
Q2 2019 Aug 12, 2019	BUY	$59.83 - $63.4 $39,607 - $41,970	662 Added 4.65%	14,897 $905,000
Q1 2019 May 07, 2019	BUY	$54.74 - $63.76 $103,896 - $121,016	1,898 Added 15.38%	14,235 $879,000
Q4 2018 Feb 12, 2019	SELL	$52.63 - $65.31 $273,939 - $339,938	-5,205 Reduced 29.67%	12,337 $686,000
Q3 2018 Nov 13, 2018	SELL	$56.12 - $67.29 $27,554 - $33,039	-491 Reduced 2.72%	17,542 $1.06 Million
Q2 2018 Aug 08, 2018	SELL	$51.68 - $68.15 $9,457 - $12,471	-183 Reduced 1.0%	18,033 $1.19 Million
Q1 2018 May 15, 2018	BUY	$51.96 - $63.47 $129,068 - $157,659	2,484 Added 15.79%	18,216 $941,000
Q4 2017 Feb 14, 2018	BUY	$57.6 - $68.13 $194,342 - $229,870	3,374 Added 27.3%	15,732 $967,000
Q3 2017 Nov 15, 2017	BUY	$52.87 - $57.43 $78,776 - $85,570	1,490 Added 13.71%	12,358 $737,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,868	10,868 $533,000

Others Institutions Holding SJW

# of Institutions

264

Shares Held

26.6M

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 $1.62B
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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account