Arkadios Wealth Advisors’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $740K | Buy |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $617K | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $467K | Hold |
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $831K | Sell |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $689K | Sell |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $847K | Sell |
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|
2021
Q4 | $823K | Sell |
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|
2021
Q3 | $720K | Buy |
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|
2021
Q2 | $685K | Sell |
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|
2021
Q1 | $736K | Sell |
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|
2020
Q4 | $745K | Sell |
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|
2020
Q3 | $622K | Buy |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | $693K | Buy |
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|
2019
Q4 | $853K | Buy |
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