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