Bragg Financial Advisors’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 | $21.1M | Buy |
471,830
+7,882
| +2% | +$353K | 0.76% | 47 |
|
|
2025
Q1 | $22.8M | Buy |
463,948
+115,341
| +33% | +$5.66M | 0.94% | 33 |
|
|
2024
Q4 | $16.3M | Buy |
348,607
+1,619
| +0.5% | +$75.5K | 0.66% | 54 |
|
|
2024
Q3 | $16.4M | Buy |
346,988
+674
| +0.2% | +$31.8K | 0.67% | 50 |
|
|
2024
Q2 | $14.8M | Buy |
346,314
+217
| +0.1% | +$9.28K | 0.66% | 55 |
|
|
2024
Q1 | $14.9M | Buy |
346,097
+217
| +0.1% | +$9.31K | 0.67% | 57 |
|
|
2023
Q4 | $15.4M | Sell |
345,880
-481
| -0.1% | -$21.4K | 0.73% | 51 |
|
|
2023
Q3 | $14.1M | Buy |
346,361
+51,640
| +18% | +$2.1M | 0.74% | 47 |
|
|
2023
Q2 | $13.9M | Buy |
294,721
+4,268
| +1% | +$201K | 0.76% | 44 |
|
|
2023
Q1 | $15.5M | Buy |
290,453
+408
| +0.1% | +$21.7K | 0.91% | 28 |
|
|
2022
Q4 | $14.4M | Buy |
290,045
+556
| +0.2% | +$27.6K | 0.88% | 31 |
|
|
2022
Q3 | $11.2M | Sell |
289,489
-380
| -0.1% | -$14.7K | 0.77% | 43 |
|
|
2022
Q2 | $12.9M | Buy |
289,869
+1,307
| +0.5% | +$58.2K | 0.86% | 36 |
|
|
2022
Q1 | $13.2M | Buy |
288,562
+2,265
| +0.8% | +$104K | 0.77% | 46 |
|
|
2021
Q4 | $9.97M | Hold |
286,297
| – | – | 0.64% | 66 |
|
|
2021
Q3 | $9.97M | Buy |
286,297
+1,058
| +0.4% | +$36.8K | 0.64% | 66 |
|
|
2021
Q2 | $11.3M | Sell |
285,239
-240
| -0.1% | -$9.5K | 0.72% | 56 |
|
|
2021
Q1 | $11.4M | Buy |
285,479
+174,126
| +156% | +$6.94M | 0.77% | 51 |
|
|
2020
Q4 | $3.96M | Buy |
111,353
+2,910
| +3% | +$103K | 0.35% | 97 |
|
|
2020
Q3 | $2.93M | Buy |
108,443
+1,268
| +1% | +$34.3K | 0.3% | 99 |
|
|
2020
Q2 | $3.5M | Buy |
107,175
+4,704
| +5% | +$154K | 0.39% | 91 |
|
|
2020
Q1 | $3.48M | Buy |
102,471
+41,331
| +68% | +$1.4M | 0.47% | 69 |
|
|
2019
Q4 | $2.73M | Buy |
61,140
+19,885
| +48% | +$886K | 0.31% | 110 |
|
|
2019
Q3 | $1.87M | Sell |
41,255
-161
| -0.4% | -$7.28K | 0.23% | 129 |
|
|
2019
Q2 | $2.06M | Buy |
41,416
+58
| +0.1% | +$2.89K | 0.25% | 128 |
|
|
2019
Q1 | $2.06M | Hold |
41,358
| – | – | 0.27% | 123 |
|
|
2018
Q4 | $1.89M | Sell |
41,358
-35,847
| -46% | -$1.64M | 0.28% | 122 |
|
|
2018
Q3 | $3.56M | Buy |
77,205
+230
| +0.3% | +$10.6K | 0.48% | 78 |
|
|
2018
Q2 | $3.45M | Hold |
76,975
| – | – | 0.49% | 76 |
|
|
2018
Q1 | $3.09M | Hold |
76,975
| – | – | 0.45% | 84 |
|
|
2017
Q4 | $3.09M | Hold |
76,975
| – | – | 0.44% | 84 |
|
|
2017
Q3 | $3.24M | Hold |
76,975
| – | – | 0.5% | 78 |
|
|
2017
Q2 | $3.06M | Hold |
76,975
| – | – | 0.48% | 83 |
|
|
2017
Q1 | $3.05M | Buy |
76,975
+165
| +0.2% | +$6.53K | 0.49% | 84 |
|
|
2016
Q4 | $2.73M | Hold |
76,810
| – | – | 0.45% | 91 |
|
|
2016
Q3 | $2.52M | Buy |
76,810
+400
| +0.5% | +$13.1K | 0.45% | 88 |
|
|
2016
Q2 | $2.95M | Buy |
76,410
+15,000
| +24% | +$578K | 0.53% | 77 |
|
|
2016
Q1 | $2.24M | Sell |
61,410
-630
| -1% | -$22.9K | 0.43% | 97 |
|
|
2015
Q4 | $2.05M | Sell |
62,040
-180
| -0.3% | -$5.93K | 0.44% | 91 |
|
|
2015
Q3 | $1.87M | Buy |
62,220
+250
| +0.4% | +$7.51K | 0.45% | 85 |
|
|
2015
Q2 | $1.71M | Sell |
61,970
-260
| -0.4% | -$7.16K | 0.39% | 99 |
|
|
2015
Q1 | $1.93M | Buy |
62,230
+2,030
| +3% | +$63.1K | 0.45% | 89 |
|
|
2014
Q4 | $1.84M | Sell |
60,200
-820
| -1% | -$25.1K | 0.45% | 90 |
|
|
2014
Q3 | $1.54M | Sell |
61,020
-1,210
| -2% | -$30.6K | 0.39% | 100 |
|
|
2014
Q2 | $1.78M | Hold |
62,230
| – | – | 0.43% | 93 |
|
|
2014
Q1 | $1.55M | Hold |
62,230
| – | – | 0.38% | 96 |
|
|
2013
Q4 | $1.44M | Hold |
62,230
| – | – | 0.35% | 108 |
|
|
2013
Q3 | $1.37M | Buy |
62,230
+580
| +0.9% | +$12.8K | 0.36% | 108 |
|
|
2013
Q2 | $1.28M | Buy |
+61,650
| New | +$1.28M | 0.35% | 111 |
|