Ownership history in Lindbrook Capital, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Lindbrook Capital, LLC reported a position in SJW GROUP COM (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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 166 | -14 | -7.8% | 0.00% | $8K | $47.20 |
| 2024 Q3 | ADDED | 180 | +7 | +4.0% | 0.00% | $10K | $55.32 |
| 2024 Q2 | ADDED | 173 | +162 | +1472.7% | 0.00% | $9K | $51.28 |
| 2024 Q1 | REDUCED | 11 | -55 | -83.3% | 0.00% | $622 | $53.14 |
| 2023 Q4 | ADDED | 66 | +34 | +106.2% | 0.00% | $4K | $60.95 |
| 2023 Q3 | REDUCED | 32 | -181 | -85.0% | 0.00% | $2K | $55.73 |
| 2023 Q2 | ADDED | 213 | +5 | +2.4% | 0.00% | $15K | $64.64 |
| 2023 Q1 | REDUCED | 208 | -3 | -1.4% | 0.00% | $16K | $69.85 |
| 2022 Q4 | ADDED | 211 | +191 | +955.0% | 0.00% | $17K | $74.14 |
| 2022 Q3 | UNCHANGED | 20 | — | 0% | 0.00% | $1K | $52.32 |
As of 2025 Q4 — sorted by position size