Avantax Advisory Services’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 | $456K | Buy |
10,168
+282
| +3% | +$12.6K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $485K | Sell |
9,886
-14
| -0.1% | -$687 | ﹤0.01% | 1523 |
|
|
2024
Q4 | $462K | Sell |
9,900
-303
| -3% | -$14.1K | ﹤0.01% | 1500 |
|
|
2024
Q3 | $482K | Buy |
10,203
+546
| +6% | +$25.8K | ﹤0.01% | 1434 |
|
|
2024
Q2 | $413K | Buy |
9,657
+300
| +3% | +$12.8K | ﹤0.01% | 1488 |
|
|
2024
Q1 | $402K | Buy |
9,357
+255
| +3% | +$10.9K | ﹤0.01% | 1149 |
|
|
2023
Q4 | $406K | Sell |
9,102
-2,352
| -21% | -$105K | ﹤0.01% | 1084 |
|
|
2023
Q3 | $465K | Sell |
11,454
-272
| -2% | -$11.1K | 0.01% | 980 |
|
|
2023
Q2 | $553K | Sell |
11,726
-2,878
| -20% | -$136K | 0.01% | 902 |
|
|
2023
Q1 | $777K | Buy |
14,604
+928
| +7% | +$49.4K | 0.01% | 748 |
|
|
2022
Q4 | $679K | Buy |
13,676
+153
| +1% | +$7.59K | 0.01% | 749 |
|
|
2022
Q3 | $523K | Sell |
13,523
-7,701
| -36% | -$298K | 0.01% | 754 |
|
|
2022
Q2 | $945K | Sell |
21,224
-2,540
| -11% | -$113K | 0.01% | 562 |
|
|
2022
Q1 | $1.1M | Buy |
23,764
+473
| +2% | +$21.8K | 0.02% | 514 |
|
|
2021
Q4 | $956K | Sell |
23,291
-1,877
| -7% | -$77K | 0.01% | 541 |
|
|
2021
Q3 | $878K | Buy |
25,168
+1,489
| +6% | +$51.9K | 0.01% | 528 |
|
|
2021
Q2 | $937K | Buy |
23,679
+3,472
| +17% | +$137K | 0.02% | 490 |
|
|
2021
Q1 | $804K | Sell |
20,207
-2,509
| -11% | -$99.8K | 0.02% | 481 |
|
|
2020
Q4 | $808K | Sell |
22,716
-3,266
| -13% | -$116K | 0.02% | 420 |
|
|
2020
Q3 | $702K | Buy |
25,982
+16,445
| +172% | +$444K | 0.01% | 672 |
|
|
2020
Q2 | $313K | Buy |
9,537
+673
| +8% | +$22.1K | 0.01% | 615 |
|
|
2020
Q1 | $302K | Buy |
8,864
+30
| +0.3% | +$1.02K | 0.01% | 575 |
|
|
2019
Q4 | $395K | Buy |
8,834
+32
| +0.4% | +$1.43K | 0.01% | 549 |
|
|
2019
Q3 | $398K | Buy |
8,802
+25
| +0.3% | +$1.13K | 0.02% | 362 |
|
|
2019
Q2 | $437K | Sell |
8,777
-37
| -0.4% | -$1.84K | 0.02% | 316 |
|
|
2019
Q1 | $439K | Sell |
8,814
-3,514
| -29% | -$175K | 0.02% | 288 |
|
|
2018
Q4 | $566K | Buy |
+12,328
| New | +$566K | 0.1% | 202 |
|