Bedel Financial Consulting’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 | $398K | Hold |
8,880
| – | – | 0.05% | 177 |
|
|
2025
Q1 | $433K | Buy |
8,880
+428
| +5% | +$20.9K | 0.06% | 162 |
|
|
2024
Q4 | $397K | Buy |
8,452
+47
| +0.6% | +$2.21K | 0.06% | 171 |
|
|
2024
Q3 | $397K | Buy |
8,405
+26
| +0.3% | +$1.23K | 0.06% | 165 |
|
|
2024
Q2 | $358K | Buy |
8,379
+2,482
| +42% | +$106K | 0.05% | 165 |
|
|
2024
Q1 | $253K | Hold |
5,897
| – | – | 0.04% | 219 |
|
|
2023
Q4 | $263K | Hold |
5,897
| – | – | 0.05% | 200 |
|
|
2023
Q3 | $240K | Hold |
5,897
| – | – | 0.05% | 203 |
|
|
2023
Q2 | $278K | Buy |
5,897
+280
| +5% | +$13.2K | 0.06% | 190 |
|
|
2023
Q1 | $299K | Buy |
5,617
+557
| +11% | +$29.6K | 0.07% | 167 |
|
|
2022
Q4 | $251K | Buy |
+5,060
| New | +$251K | 0.06% | 185 |
|
|
2022
Q2 | – | Sell |
-697
| Closed | -$32K | – | 630 |
|
|
2022
Q1 | $32K | Buy |
697
+202
| +41% | +$9.27K | 0.01% | 475 |
|
|
2021
Q4 | $20K | Hold |
495
| – | – | 0.01% | 567 |
|
|
2021
Q3 | $17K | Hold |
495
| – | – | 0.01% | 580 |
|
|
2021
Q2 | $20K | Hold |
495
| – | – | 0.01% | 556 |
|
|
2021
Q1 | $20K | Buy |
+495
| New | +$20K | 0.01% | 517 |
|