AE Wealth Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
7,050
-11,583
| -62% | -$519K | ﹤0.01% | 1102 |
|
|
2025
Q1 | $914K | Sell |
18,633
-487
| -3% | -$23.9K | 0.01% | 727 |
|
|
2024
Q4 | $892K | Buy |
19,120
+3,086
| +19% | +$144K | 0.01% | 731 |
|
|
2024
Q3 | $757K | Buy |
16,034
+42
| +0.3% | +$1.98K | 0.01% | 768 |
|
|
2024
Q2 | $684K | Buy |
15,992
+10,621
| +198% | +$454K | 0.01% | 798 |
|
|
2024
Q1 | $230K | Sell |
5,371
-462
| -8% | -$19.8K | ﹤0.01% | 1049 |
|
|
2023
Q4 | $242K | Buy |
5,833
+223
| +4% | +$9.26K | ﹤0.01% | 1808 |
|
|
2023
Q3 | $228K | Sell |
5,610
-9,976
| -64% | -$405K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $736K | Buy |
15,586
+589
| +4% | +$27.8K | ﹤0.01% | 1206 |
|
|
2023
Q1 | $798K | Buy |
14,997
+102
| +0.7% | +$5.43K | 0.01% | 1134 |
|
|
2022
Q4 | $739K | Buy |
14,895
+203
| +1% | +$10.1K | 0.01% | 1114 |
|
|
2022
Q3 | $569K | Buy |
14,692
+555
| +4% | +$21.5K | ﹤0.01% | 1182 |
|
|
2022
Q2 | $630K | Buy |
+14,137
| New | +$630K | 0.01% | 1078 |
|
|
2021
Q4 | – | Sell |
-6,684
| Closed | -$233K | – | 1745 |
|
|
2021
Q3 | $233K | Buy |
6,684
+320
| +5% | +$11.2K | ﹤0.01% | 1469 |
|
|
2021
Q2 | $252K | Buy |
6,364
+2
| +0% | +$79 | ﹤0.01% | 1411 |
|
|
2021
Q1 | $254K | Hold |
6,362
| – | – | ﹤0.01% | 1311 |
|
|
2020
Q4 | $226K | Buy |
+6,362
| New | +$226K | ﹤0.01% | 1238 |
|
|
2020
Q3 | – | Sell |
-6,297
| Closed | -$206K | – | 1323 |
|
|
2020
Q2 | $206K | Buy |
6,297
+60
| +1% | +$1.96K | ﹤0.01% | 1142 |
|
|
2020
Q1 | $212K | Buy |
6,237
+21
| +0.3% | +$714 | ﹤0.01% | 987 |
|
|
2019
Q4 | $277K | Sell |
6,216
-29
| -0.5% | -$1.29K | 0.01% | 930 |
|
|
2019
Q3 | $282K | Buy |
6,245
+17
| +0.3% | +$768 | 0.01% | 811 |
|
|
2019
Q2 | $310K | Buy |
6,228
+359
| +6% | +$17.9K | 0.01% | 738 |
|
|
2019
Q1 | $292K | Buy |
5,869
+19
| +0.3% | +$945 | 0.02% | 473 |
|
|
2018
Q4 | $267K | Sell |
5,850
-326
| -5% | -$14.9K | 0.05% | 370 |
|
|
2018
Q3 | $285K | Buy |
6,176
+131
| +2% | +$6.05K | 0.02% | 463 |
|
|
2018
Q2 | $271K | Sell |
6,045
-96
| -2% | -$4.3K | 0.02% | 355 |
|
|
2018
Q1 | $246K | Buy |
6,141
+19
| +0.3% | +$761 | 0.02% | 365 |
|
|
2017
Q4 | $246K | Buy |
6,122
+18
| +0.3% | +$723 | 0.02% | 359 |
|
|
2017
Q3 | $257K | Sell |
6,104
-160
| -3% | -$6.74K | 0.02% | 332 |
|
|
2017
Q2 | $249K | Buy |
6,264
+927
| +17% | +$36.8K | 0.03% | 322 |
|
|
2017
Q1 | $211K | Buy |
+5,337
| New | +$211K | 0.04% | 256 |
|