BOS Asset Management’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 | – | Sell |
-4,850
| Closed | -$238K | – | 182 |
|
|
2025
Q1 | $238K | Hold |
4,850
| – | – | 0.08% | 143 |
|
|
2024
Q4 | $226K | Hold |
4,850
| – | – | 0.08% | 148 |
|
|
2024
Q3 | $229K | Hold |
4,850
| – | – | 0.08% | 144 |
|
|
2024
Q2 | $207K | Hold |
4,850
| – | – | 0.1% | 145 |
|
|
2024
Q1 | $208K | Hold |
4,850
| – | – | 0.11% | 146 |
|
|
2023
Q4 | $216K | Sell |
4,850
-300
| -6% | -$13.4K | 0.15% | 144 |
|
|
2023
Q3 | $209K | Hold |
5,150
| – | – | 0.15% | 136 |
|
|
2023
Q2 | $243K | Hold |
5,150
| – | – | 0.19% | 111 |
|
|
2023
Q1 | $274K | Buy |
5,150
+400
| +8% | +$21.3K | 0.23% | 95 |
|
|
2022
Q4 | $236K | Buy |
+4,750
| New | +$236K | 0.21% | 107 |
|