Blue Trust Inc’s South Jersey Industries, Inc. SJI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-273
Closed -$9K 2667
2023
Q1
$9K Buy
273
+13
+5% +$466 ﹤0.01% 1649
2022
Q4
$9K Buy
260
+130
+100% +$4.49K ﹤0.01% 1575
2022
Q3
$4K Hold
130
﹤0.01% 1658
2022
Q2
$4K Buy
+130
New +$4.45K ﹤0.01% 1538

Blue Trust Inc's SJI Position: Q2 2023 in Review

Blue Trust Inc sold out of South Jersey Industries, Inc. (SJI) in Q2 2023, closing a stake of 273 shares — an estimated $9K sold.

Blue Trust Inc first reported a position in SJI in Q2 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2023. 0 funds tracked by Wall St. Rank hold SJI as of Q2 2023.

  • Blue Trust Inc reported no remaining South Jersey Industries, Inc. position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 273 South Jersey Industries, Inc. shares in Q2 2023, an estimated $9K.
  • Blue Trust Inc first reported a position in South Jersey Industries, Inc. in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's South Jersey Industries, Inc. position peaked at $9K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.