Baird Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,910
| Closed | -$219K | – | 1786 |
|
|
2023
Q4 | $219K | Sell |
4,910
-321
| -6% | -$14.3K | ﹤0.01% | 1618 |
|
|
2023
Q3 | $213K | Sell |
5,231
-10,085
| -66% | -$410K | ﹤0.01% | 1611 |
|
|
2023
Q2 | $723K | Buy |
15,316
+9,656
| +171% | +$456K | ﹤0.01% | 1215 |
|
|
2023
Q1 | $301K | Sell |
5,660
-104
| -2% | -$5.53K | ﹤0.01% | 1490 |
|
|
2022
Q4 | $286K | Buy |
+5,764
| New | +$286K | ﹤0.01% | 1473 |
|
|
2022
Q3 | – | Sell |
-19,768
| Closed | -$880K | – | 1794 |
|
|
2022
Q2 | $880K | Buy |
19,768
+137
| +0.7% | +$6.1K | ﹤0.01% | 1133 |
|
|
2022
Q1 | $900K | Buy |
19,631
+1,416
| +8% | +$64.9K | ﹤0.01% | 1192 |
|
|
2021
Q4 | $747K | Sell |
18,215
-1,007
| -5% | -$41.3K | ﹤0.01% | 1312 |
|
|
2021
Q3 | $669K | Sell |
19,222
-169
| -0.9% | -$5.88K | ﹤0.01% | 1366 |
|
|
2021
Q2 | $767K | Sell |
19,391
-2,097
| -10% | -$82.9K | ﹤0.01% | 1276 |
|
|
2021
Q1 | $857K | Buy |
21,488
+812
| +4% | +$32.4K | ﹤0.01% | 1181 |
|
|
2020
Q4 | $735K | Buy |
20,676
+6,263
| +43% | +$223K | ﹤0.01% | 1126 |
|
|
2020
Q3 | $390K | Buy |
+14,413
| New | +$390K | ﹤0.01% | 1233 |
|