Avantax Advisory Services’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
Q2 | $456K | Buy |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $777K | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $945K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $956K | Sell |
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|
2021
Q3 | $878K | Buy |
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|
2021
Q2 | $937K | Buy |
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|
2021
Q1 | $804K | Sell |
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|
2020
Q4 | $808K | Sell |
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|
2020
Q3 | $702K | Buy |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $395K | Buy |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $437K | Sell |
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|
2019
Q1 | $439K | Sell |
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|
2018
Q4 | $566K | Buy |
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