Ownership history in Advisory Services Network, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SJW GROUP (HTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2 | -386 | -99.5% | 0.00% | $97 | $47.87 |
| 2023 Q4 | UNCHANGED | 388 | — | 0% | 0.00% | $25K | $60.95 |
| 2023 Q1 | UNCHANGED | 388 | — | 0% | 0.00% | $30K | $69.85 |
| 2022 Q4 | REDUCED | 388 | -414 | -51.6% | 0.00% | $32K | $74.14 |
| 2021 Q2 | ADDED | 802 | +60 | +8.1% | 0.00% | $51K | $55.99 |
| 2020 Q4 | REDUCED | 742 | -92 | -11.0% | 0.00% | $52K | $60.72 |
| 2020 Q3 | ADDED | 834 | +196 | +30.7% | 0.00% | $51K | $53.01 |
| 2020 Q1 | ADDED | 638 | +4 | +0.6% | 0.00% | $37K | $49.80 |
| 2019 Q4 | REDUCED | 634 | -98 | -13.4% | 0.00% | $46K | $60.98 |
| 2019 Q3 | UNCHANGED | 732 | — | 0% | 0.00% | $45K | $58.36 |
As of 2025 Q4 — sorted by position size