Benjamin F. Edwards & Company’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
Q2 | $6.65M | Buy |
155,658
+14,338
| +10% | +$613K | 0.12% | 185 |
|
2024
Q1 | $6.06M | Buy |
141,320
+5,138
| +4% | +$220K | 0.11% | 194 |
|
2023
Q4 | $6.07M | Buy |
136,182
+136,020
| +83,963% | +$6.06M | 0.12% | 183 |
|
2023
Q3 | $7K | Hold |
162
| – | – | ﹤0.01% | 1480 |
|
2023
Q2 | $8K | Sell |
162
-871
| -84% | -$43K | ﹤0.01% | 1452 |
|
2023
Q1 | $55K | Sell |
1,033
-607
| -37% | -$32.3K | ﹤0.01% | 1064 |
|
2022
Q4 | $81K | Sell |
1,640
-112
| -6% | -$5.53K | ﹤0.01% | 955 |
|
2022
Q3 | $68K | Buy |
1,752
+672
| +62% | +$26.1K | ﹤0.01% | 972 |
|
2022
Q2 | $48K | Buy |
1,080
+1,011
| +1,465% | +$44.9K | ﹤0.01% | 1047 |
|
2022
Q1 | $3K | Sell |
69
-154
| -69% | -$6.7K | ﹤0.01% | 1617 |
|
2021
Q4 | $9K | Buy |
223
+154
| +223% | +$6.22K | ﹤0.01% | 1405 |
|
2021
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 1640 |
|
2021
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 1590 |
|
2021
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 1581 |
|
2020
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 1540 |
|
2020
Q3 | $2K | Sell |
69
-125
| -64% | -$3.62K | ﹤0.01% | 1584 |
|
2020
Q2 | $6K | Sell |
194
-364
| -65% | -$11.3K | ﹤0.01% | 1391 |
|
2020
Q1 | $19K | Sell |
558
-228
| -29% | -$7.76K | ﹤0.01% | 1096 |
|
2019
Q4 | $35K | Sell |
786
-47
| -6% | -$2.09K | ﹤0.01% | 1060 |
|
2019
Q3 | $38K | Hold |
833
| – | – | ﹤0.01% | 1004 |
|
2019
Q2 | $41K | Sell |
833
-47
| -5% | -$2.31K | ﹤0.01% | 960 |
|
2019
Q1 | $44K | Sell |
880
-17
| -2% | -$850 | ﹤0.01% | 900 |
|
2018
Q4 | $41K | Buy |
897
+116
| +15% | +$5.3K | ﹤0.01% | 883 |
|
2018
Q3 | $36K | Sell |
781
-13
| -2% | -$599 | ﹤0.01% | 951 |
|
2018
Q2 | $36K | Hold |
794
| – | – | ﹤0.01% | 938 |
|
2018
Q1 | $32K | Hold |
794
| – | – | ﹤0.01% | 951 |
|
2017
Q4 | $32K | Hold |
794
| – | – | ﹤0.01% | 905 |
|
2017
Q3 | $33K | Hold |
794
| – | – | ﹤0.01% | 852 |
|
2017
Q2 | $32K | Sell |
794
-391
| -33% | -$15.8K | ﹤0.01% | 810 |
|
2017
Q1 | $47K | Hold |
1,185
| – | – | 0.01% | 681 |
|
2016
Q4 | $42K | Sell |
1,185
-340
| -22% | -$12.1K | 0.01% | 646 |
|
2016
Q3 | $50K | Buy |
1,525
+340
| +29% | +$11.1K | 0.01% | 534 |
|
2016
Q2 | $46K | Hold |
1,185
| – | – | 0.01% | 532 |
|
2016
Q1 | $43K | Hold |
1,185
| – | – | 0.01% | 534 |
|
2015
Q4 | $39K | Sell |
1,185
-19
| -2% | -$625 | 0.01% | 570 |
|
2015
Q3 | $36K | Buy |
1,204
+173
| +17% | +$5.17K | 0.01% | 592 |
|
2015
Q2 | $28K | Buy |
+1,031
| New | +$28K | 0.01% | 707 |
|