California Water Service shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in California Water Service
Tip: Access up to 7 years of quarterly data
All positions including California Water Service held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in California Water Service by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $636k | 12k | 54.22 |
| 2024-06-30 | $576k | 12k | 48.49 |
| 2024-03-31 | $553k | 12k | 46.48 |
| 2023-12-31 | $652k | 13k | 51.87 |
| 2023-09-30 | $601k | 13k | 47.31 |
| 2023-06-30 | $639k | 12k | 51.63 |
| 2023-03-31 | $670k | 12k | 58.20 |
| 2022-12-31 | $653k | 11k | 60.64 |
| 2022-09-30 | $562k | 11k | 52.72 |
| 2022-06-30 | $593k | 11k | 55.59 |
| 2022-03-31 | $629k | 11k | 59.31 |
| 2021-12-31 | $742k | 10k | 71.90 |
| 2021-09-30 | $613k | 10k | 58.89 |
| 2021-06-30 | $533k | 9.5k | 56.34 |
| 2021-03-31 | $533k | 9.5k | 56.34 |
| 2020-12-31 | $511k | 9.5k | 54.02 |