Allworth Financial’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 | $1.31M | Buy |
29,317
+161
| +0.6% | +$7.22K | 0.01% | 566 |
|
|
2025
Q1 | $1.44M | Sell |
29,156
-2,082
| -7% | -$103K | 0.01% | 459 |
|
|
2024
Q4 | $1.46M | Buy |
31,238
+29,787
| +2,053% | +$1.39M | 0.01% | 461 |
|
|
2024
Q3 | $68.5K | Buy |
1,451
+27
| +2% | +$1.28K | ﹤0.01% | 1255 |
|
|
2024
Q2 | $65.4K | Buy |
1,424
+363
| +34% | +$16.7K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $45.5K | Buy |
1,061
+16
| +2% | +$687 | ﹤0.01% | 1336 |
|
|
2023
Q4 | $46.6K | Sell |
1,045
-2
| -0.2% | -$89 | ﹤0.01% | 1229 |
|
|
2023
Q3 | $42.5K | Buy |
1,047
+25
| +2% | +$1.02K | ﹤0.01% | 1177 |
|
|
2023
Q2 | $48.2K | Buy |
1,022
+6
| +0.6% | +$283 | ﹤0.01% | 1137 |
|
|
2023
Q1 | $54.1K | Buy |
1,016
+946
| +1,351% | +$50.3K | ﹤0.01% | 1046 |
|
|
2022
Q4 | $3.47K | Buy |
70
+49
| +233% | +$2.43K | ﹤0.01% | 2034 |
|
|
2022
Q3 | $1K | Buy |
21
+3
| +17% | +$143 | ﹤0.01% | 2441 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2204 |
|
|
2022
Q1 | $1K | Sell |
18
-195
| -92% | -$10.8K | ﹤0.01% | 1976 |
|
|
2021
Q4 | $9K | Buy |
+213
| New | +$9K | ﹤0.01% | 1412 |
|