Anchor Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-400
| Closed | -$13.4K | – | 986 |
|
2022
Q3 | $13.4K | Hold |
400
| – | – | ﹤0.01% | 683 |
|
2022
Q2 | $13.7K | Hold |
400
| – | – | ﹤0.01% | 694 |
|
2022
Q1 | $13.8K | Sell |
400
-400
| -50% | -$13.8K | ﹤0.01% | 707 |
|
2021
Q4 | $20.9K | Hold |
800
| – | – | ﹤0.01% | 691 |
|
2021
Q3 | $17K | Sell |
800
-1,400
| -64% | -$29.8K | ﹤0.01% | 657 |
|
2021
Q2 | $57K | Sell |
2,200
-2,000
| -48% | -$51.9K | 0.01% | 519 |
|
2021
Q1 | $94.8K | Hold |
4,200
| – | – | 0.01% | 440 |
|
2020
Q4 | $90.5K | Sell |
4,200
-3,600
| -46% | -$77.6K | 0.02% | 395 |
|
2020
Q3 | $150K | Hold |
7,800
| – | – | 0.03% | 318 |
|
2020
Q2 | $195K | Hold |
7,800
| – | – | 0.04% | 268 |
|
2020
Q1 | $195K | Hold |
7,800
| – | – | 0.05% | 248 |
|
2019
Q4 | $257K | Hold |
7,800
| – | – | 0.05% | 254 |
|
2019
Q3 | $257K | Hold |
7,800
| – | – | 0.06% | 247 |
|
2019
Q2 | $263K | Hold |
7,800
| – | – | 0.06% | 247 |
|
2019
Q1 | $250K | Hold |
7,800
| – | – | 0.06% | 247 |
|
2018
Q4 | $217K | Buy |
7,800
+400
| +5% | +$11.1K | 0.06% | 258 |
|
2018
Q3 | $261K | Hold |
7,400
| – | – | 0.06% | 260 |
|
2018
Q2 | $248K | Hold |
7,400
| – | – | 0.06% | 265 |
|
2018
Q1 | $208K | Hold |
7,400
| – | – | 0.05% | 290 |
|
2017
Q4 | $231K | Hold |
7,400
| – | – | 0.06% | 260 |
|
2017
Q3 | $256K | Buy |
7,400
+200
| +3% | +$6.91K | 0.07% | 245 |
|
2017
Q2 | $246K | Hold |
7,200
| – | – | 0.08% | 223 |
|
2017
Q1 | $257K | Buy |
7,200
+500
| +7% | +$17.8K | 0.09% | 209 |
|
2016
Q4 | $226K | Buy |
6,700
+1,000
| +18% | +$33.7K | 0.08% | 215 |
|
2016
Q3 | $168K | Hold |
5,700
| – | – | 0.07% | 236 |
|
2016
Q2 | $180K | Hold |
5,700
| – | – | 0.07% | 225 |
|
2016
Q1 | $162K | Buy |
+5,700
| New | +$162K | 0.07% | 228 |
|