Arkadios Wealth 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 | $606K | Buy |
13,527
+1,216
| +10% | +$54.5K | 0.02% | 762 |
|
|
2025
Q1 | $604K | Sell |
12,311
-174
| -1% | -$8.54K | 0.02% | 634 |
|
|
2024
Q4 | $582K | Sell |
12,485
-594
| -5% | -$27.7K | 0.03% | 491 |
|
|
2024
Q3 | $617K | Sell |
13,079
-44
| -0.3% | -$2.08K | 0.04% | 470 |
|
|
2024
Q2 | $561K | Buy |
13,123
+930
| +8% | +$39.7K | 0.04% | 436 |
|
|
2024
Q1 | $523K | Buy |
12,193
+428
| +4% | +$18.4K | 0.04% | 370 |
|
|
2023
Q4 | $524K | Buy |
11,765
+265
| +2% | +$11.8K | 0.04% | 357 |
|
|
2023
Q3 | $467K | Hold |
11,500
| – | – | 0.04% | 351 |
|
|
2023
Q2 | $543K | Sell |
11,500
-4,125
| -26% | -$195K | 0.06% | 280 |
|
|
2023
Q1 | $831K | Sell |
15,625
-436
| -3% | -$23.2K | 0.1% | 215 |
|
|
2022
Q4 | $797K | Sell |
16,061
-1,732
| -10% | -$85.9K | 0.11% | 201 |
|
|
2022
Q3 | $689K | Sell |
17,793
-34
| -0.2% | -$1.32K | 0.1% | 205 |
|
|
2022
Q2 | $794K | Sell |
17,827
-650
| -4% | -$29K | 0.12% | 204 |
|
|
2022
Q1 | $847K | Sell |
18,477
-1,572
| -8% | -$72.1K | 0.11% | 210 |
|
|
2021
Q4 | $823K | Sell |
20,049
-655
| -3% | -$26.9K | 0.11% | 211 |
|
|
2021
Q3 | $720K | Buy |
20,704
+3,376
| +19% | +$117K | 0.1% | 223 |
|
|
2021
Q2 | $685K | Sell |
17,328
-1,150
| -6% | -$45.5K | 0.08% | 268 |
|
|
2021
Q1 | $736K | Sell |
18,478
-2,500
| -12% | -$99.6K | 0.12% | 194 |
|
|
2020
Q4 | $745K | Sell |
20,978
-518
| -2% | -$18.4K | 0.16% | 143 |
|
|
2020
Q3 | $622K | Buy |
21,496
+648
| +3% | +$18.8K | 0.31% | 71 |
|
|
2020
Q2 | $655K | Buy |
20,848
+447
| +2% | +$14K | 0.36% | 58 |
|
|
2020
Q1 | $693K | Buy |
20,401
+612
| +3% | +$20.8K | 0.44% | 56 |
|
|
2019
Q4 | $853K | Buy |
+19,789
| New | +$853K | 0.51% | 48 |
|