B. Riley Wealth Advisors’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 | $244K | Buy |
+5,442
| New | +$244K | 0.01% | 774 |
|
|
2024
Q4 | $285K | Buy |
6,059
+41
| +0.7% | +$1.93K | 0.01% | 885 |
|
|
2024
Q3 | $287K | Buy |
6,018
+41
| +0.7% | +$1.95K | 0.01% | 975 |
|
|
2024
Q2 | $258K | Buy |
+5,977
| New | +$258K | 0.01% | 1098 |
|
|
2024
Q1 | – | Sell |
-10,397
| Closed | -$466K | – | 1495 |
|
|
2023
Q4 | $466K | Buy |
+10,397
| New | +$466K | 0.01% | 848 |
|
|
2023
Q3 | – | Sell |
-8,784
| Closed | -$418K | – | 1594 |
|
|
2023
Q2 | $418K | Buy |
8,784
+192
| +2% | +$9.14K | 0.01% | 949 |
|
|
2023
Q1 | $460K | Buy |
8,592
+515
| +6% | +$27.6K | 0.01% | 842 |
|
|
2022
Q4 | $404K | Buy |
8,077
+520
| +7% | +$26K | 0.01% | 878 |
|
|
2022
Q3 | $293K | Buy |
7,557
+1,394
| +23% | +$54K | 0.01% | 1014 |
|
|
2022
Q2 | $275K | Sell |
6,163
-100
| -2% | -$4.46K | 0.01% | 912 |
|
|
2022
Q1 | $288K | Sell |
6,263
-1,056
| -14% | -$48.6K | 0.01% | 1034 |
|
|
2021
Q4 | $301K | Sell |
7,319
-10
| -0.1% | -$411 | 0.01% | 1073 |
|
|
2021
Q3 | $256K | Buy |
7,329
+15
| +0.2% | +$524 | 0.01% | 1126 |
|
|
2021
Q2 | $290K | Buy |
7,314
+2
| +0% | +$79 | 0.01% | 1041 |
|
|
2021
Q1 | $292K | Sell |
7,312
-7
| -0.1% | -$280 | 0.01% | 1016 |
|
|
2020
Q4 | $261K | Sell |
7,319
-1,002
| -12% | -$35.7K | 0.01% | 831 |
|
|
2020
Q3 | $225K | Sell |
8,321
-128
| -2% | -$3.46K | 0.01% | 809 |
|
|
2020
Q2 | $276K | Buy |
8,449
+1,014
| +14% | +$33.1K | 0.02% | 659 |
|
|
2020
Q1 | $253K | Buy |
7,435
+419
| +6% | +$14.3K | 0.02% | 596 |
|
|
2019
Q4 | $313K | Buy |
7,016
+2
| +0% | +$89 | 0.03% | 581 |
|
|
2019
Q3 | $318K | Buy |
7,014
+6
| +0.1% | +$272 | 0.03% | 572 |
|
|
2019
Q2 | $349K | Buy |
7,008
+102
| +1% | +$5.08K | 0.04% | 506 |
|
|
2019
Q1 | $344K | Buy |
+6,906
| New | +$344K | 0.04% | 448 |
|
|
2016
Q4 | – | Sell |
-9,155
| Closed | -$301K | – | 602 |
|
|
2016
Q3 | $301K | Buy |
9,155
+1,909
| +26% | +$62.8K | 0.06% | 398 |
|
|
2016
Q2 | $280K | Buy |
7,246
+21
| +0.3% | +$811 | 0.06% | 416 |
|
|
2016
Q1 | $263K | Buy |
+7,225
| New | +$263K | 0.06% | 387 |
|
|
2015
Q1 | – | Sell |
-2,202
| Closed | -$67 | – | 1474 |
|
|
2014
Q4 | $67 | Buy |
+2,202
| New | +$67 | ﹤0.01% | 1940 |
|
|
2014
Q3 | – | Sell |
-2,102
| Closed | -$60.1K | – | 1444 |
|
|
2014
Q2 | $60.1K | Buy |
+2,102
| New | +$60.1K | 0.01% | 947 |
|