Aventail Capital Group’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
$4.98M Hold
2025
Q2
$4.64M Sell
2025
Q1
$9.84M Buy
2024
Q4
$9.33M Sell
2024
Q3
$19.5M Buy
2024
Q2
$14.8M Buy