Advisors Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-152,569
| Closed | -$5.42M | – | 1515 |
|
|
2022
Q4 | $5.42M | Sell |
152,569
-99,369
| -39% | -$3.53M | 0.11% | 207 |
|
|
2022
Q3 | $8.42M | Sell |
251,938
-101,953
| -29% | -$3.41M | 0.18% | 122 |
|
|
2022
Q2 | $12.1M | Sell |
353,891
-7,776
| -2% | -$265K | 0.23% | 86 |
|
|
2022
Q1 | $12.5M | Sell |
361,667
-57,172
| -14% | -$1.98M | 0.19% | 106 |
|
|
2021
Q4 | $10.9M | Buy |
418,839
+23,074
| +6% | +$603K | 0.16% | 132 |
|
|
2021
Q3 | $8.41M | Buy |
395,765
+98,325
| +33% | +$2.09M | 0.13% | 161 |
|
|
2021
Q2 | $7.71M | Buy |
297,440
+31,852
| +12% | +$826K | 0.11% | 178 |
|
|
2021
Q1 | $6M | Buy |
265,588
+51,274
| +24% | +$1.16M | 0.09% | 220 |
|
|
2020
Q4 | $4.62M | Buy |
214,314
+102,453
| +92% | +$2.21M | 0.08% | 262 |
|
|
2020
Q3 | $2.16M | Buy |
111,861
+45,115
| +68% | +$870K | 0.04% | 436 |
|
|
2020
Q2 | $1.67M | Buy |
66,746
+17,483
| +35% | +$437K | 0.03% | 525 |
|
|
2020
Q1 | $1.23M | Buy |
+49,263
| New | +$1.23M | 0.03% | 561 |
|