Creative Planning Sjw Group Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Sjw Group stock. As of the latest transaction made, Creative Planning holds 9,314 shares of SJW stock, worth $491,313. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,314

Previous 12,901 27.8%

Holding current value

$491,313

Previous $749,000 38.85%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$49.07 - $60.38 $176,014 - $216,583	-3,587 Reduced 27.8%	9,314 $458,000
Q3 2024 Oct 11, 2024	BUY	$53.35 - $61.66 $54,843 - $63,386	1,028 Added 8.66%	12,901 $749,000
Q2 2024 Aug 15, 2024	BUY	$51.68 - $60.05 $52,610 - $61,130	1,018 Added 9.38%	11,873 $643,000
Q1 2024 May 10, 2024	SELL	$55.06 - $65.65 $68,164 - $81,274	-1,238 Reduced 10.24%	10,855 $614,000
Q4 2023 Feb 14, 2024	BUY	$57.35 - $69.19 $53,335 - $64,346	930 Added 8.33%	12,093 $790,000
Q3 2023 Nov 16, 2023	BUY	$60.11 - $72.91 $43,880 - $53,224	730 Added 7.0%	11,163 $671,000
Q2 2023 Jul 21, 2023	BUY	$68.77 - $80.8 $4,263 - $5,009	62 Added 0.6%	10,433 $731,000
Q1 2023 May 15, 2023	BUY	$72.41 - $83.35 $46,994 - $54,094	649 Added 6.68%	10,371 $789,000
Q4 2022 Feb 10, 2023	BUY	$59.46 - $83.55 $17,719 - $24,897	298 Added 3.16%	9,722 $789,000
Q3 2022 Nov 03, 2022	BUY	$57.6 - $68.06 $19,526 - $23,072	339 Added 3.73%	9,424 $543,000
Q2 2022 Aug 15, 2022	SELL	$56.6 - $71.65 $622 - $788	-11 Reduced 0.12%	9,085 $567,000
Q1 2022 May 16, 2022	BUY	$63.95 - $72.76 $581,689 - $661,824	9,096 New	9,096 $633,000
Q4 2020 Jan 29, 2021	SELL	$60.11 - $70.34 $450,163 - $526,776	-7,489 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$58.56 - $71.06 $438,555 - $532,168	7,489 New	7,489 $456,000
Q1 2020 May 05, 2020	SELL	$49.48 - $74.73 $140,919 - $212,831	-2,848 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$67.16 - $74.47 $73,137 - $81,097	-1,089 Reduced 27.66%	2,848 $202,000
Q3 2019 Nov 01, 2019	BUY	$61.23 - $69.23 $241,062 - $272,558	3,937 New	3,937 $269,000

Others Institutions Holding SJW

# of Institutions

253

Shares Held

27.1M

Call Options Held

300

Put Options Held

7.1K

View Full List

About SJW GROUP

Ticker SJW
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 30,247,700
Market Cap $1.6B
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...

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Creative Planning Sjw Group Transaction History