Aventail Capital Group’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 | $4.64M | Sell |
103,456
-97,133
| -48% | -$4.35M | 0.2% | 82 |
|
|
2025
Q1 | $9.84M | Buy |
200,589
+589
| +0.3% | +$28.9K | 0.48% | 53 |
|
|
2024
Q4 | $9.33M | Sell |
200,000
-213,051
| -52% | -$9.94M | 0.48% | 54 |
|
|
2024
Q3 | $19.5M | Buy |
413,051
+66,739
| +19% | +$3.15M | 1.15% | 32 |
|
|
2024
Q2 | $14.8M | Buy |
+346,312
| New | +$14.8M | 1.03% | 31 |
|