Aptus Capital Advisors’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 | $7.82M | Buy |
174,407
+15,104
| +9% | +$677K | 0.06% | 216 |
|
|
2025
Q1 | $7.82M | Buy |
159,303
+43,074
| +37% | +$2.11M | 0.08% | 205 |
|
|
2024
Q4 | $5.42M | Buy |
116,229
+23,907
| +26% | +$1.12M | 0.06% | 247 |
|
|
2024
Q3 | $4.36M | Buy |
92,322
+12,409
| +16% | +$586K | 0.07% | 228 |
|
|
2024
Q2 | $3.42M | Buy |
79,913
+15,765
| +25% | +$674K | 0.06% | 228 |
|
|
2024
Q1 | $2.75M | Buy |
64,148
+6,738
| +12% | +$289K | 0.05% | 252 |
|
|
2023
Q4 | $2.56M | Sell |
57,410
-630
| -1% | -$28.1K | 0.07% | 198 |
|
|
2023
Q3 | $2.36M | Sell |
58,040
-11,310
| -16% | -$460K | 0.06% | 201 |
|
|
2023
Q2 | $3.27M | Buy |
69,350
+5,320
| +8% | +$251K | 0.08% | 176 |
|
|
2023
Q1 | $3.41M | Buy |
+64,030
| New | +$3.41M | 0.09% | 158 |
|