AF
SJI

Advisornet Financial’s South Jersey Industries, Inc. SJI Stock Holding History

Advisornet Financial’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,696
Closed -$95.8K – 2509
2022
Q4 		$95.8K Buy
2,696
+222
+9% +$7.67K 0.01% 633
2022
Q3 		$83K Buy
2,474
+23
+0.9% +$784 0.01% 706
2022
Q2 		$84K Buy
2,451
+22
+0.9% +$753 0.01% 722
2022
Q1 		$84K Hold
2,429
– – 0.01% 802
2021
Q4 		$63K Buy
2,429
+61
+3% +$1.45K ﹤0.01% 938
2021
Q3 		$50K Buy
2,368
+27
+1% +$665 ﹤0.01% 1010
2021
Q2 		$61K Buy
2,341
+30
+1% +$773 ﹤0.01% 921
2021
Q1 		$52K Hold
2,311
– – ﹤0.01% 927
2020
Q4 		$50K Buy
2,311
+66
+3% +$1.43K ﹤0.01% 872
2020
Q3 		$43K Buy
2,245
+26
+1% +$582 ﹤0.01% 897
2020
Q2 		$55K Buy
2,219
+27
+1% +$712 ﹤0.01% 832
2020
Q1 		$55K Buy
+2,192
New +$64.7K 0.01% 766

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advisornet Financial's SJI Position: Q1 2023 in Review

Advisornet Financial sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 2,696 shares — an estimated $95.8K sold.

Advisornet Financial first reported a position in SJI in Q1 2020 and held it in 12 quarters. The position peaked at $95.8K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Advisornet Financial reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Advisornet Financial sold 2,696 South Jersey Industries, Inc. shares in Q1 2023, an estimated $95.8K.
  • Advisornet Financial first reported a position in South Jersey Industries, Inc. in Q1 2020 and held it in 12 quarters.
  • Advisornet Financial's South Jersey Industries, Inc. position peaked at $95.8K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.