BFA
SJI

Bragg Financial Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Bragg Financial Advisors’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-399,572
Closed -$14.2M – 323
2022
Q4 		$14.2M Buy
399,572
+998
+0.3% +$34.5K 0.86% 34
2022
Q3 		$13.3M Sell
398,574
-981
-0.2% -$33.5K 0.92% 28
2022
Q2 		$13.6M Buy
399,555
+5,192
+1% +$178K 0.91% 30
2022
Q1 		$13.6M Sell
394,363
-92,185
-19% -$2.66M 0.79% 42
2021
Q4 		$10.3M Hold
486,548
– – 0.66% 59
2021
Q3 		$10.3M Buy
486,548
+1,259
+0.3% +$31K 0.66% 59
2021
Q2 		$12.6M Buy
485,289
+245
+0.1% +$6.31K 0.8% 41
2021
Q1 		$11M Buy
485,044
+323,149
+200% +$7.65M 0.74% 56
2020
Q4 		$3.49M Buy
161,895
+26,333
+19% +$569K 0.31% 104
2020
Q3 		$2.61M Buy
135,562
+2,229
+2% +$49.9K 0.27% 111
2020
Q2 		$3.33M Buy
133,333
+4,712
+4% +$124K 0.37% 92
2020
Q1 		$3.22M Buy
128,621
+32,270
+33% +$952K 0.43% 79
2019
Q4 		$3.18M Buy
96,351
+5
+0% +$158 0.36% 95
2019
Q3 		$3.17M Buy
96,346
+854
+0.9% +$27.9K 0.39% 93
2019
Q2 		$3.22M Buy
95,492
+491
+0.5% +$15.9K 0.4% 88
2019
Q1 		$3.05M Buy
95,001
+21,020
+28% +$636K 0.4% 91
2018
Q4 		$2.06M Buy
73,981
+16,500
+29% +$522K 0.31% 108
2018
Q3 		$2.03M Buy
57,481
+170
+0.3% +$5.77K 0.27% 116
2018
Q2 		$1.92M Buy
57,311
+660
+1% +$20.7K 0.27% 120
2018
Q1 		$1.59M Hold
56,651
– – 0.23% 133
2017
Q4 		$1.77M Buy
56,651
+360
+0.6% +$11.9K 0.25% 123
2017
Q3 		$1.94M Buy
56,291
+230
+0.4% +$7.98K 0.3% 116
2017
Q2 		$1.92M Hold
56,061
– – 0.3% 121
2017
Q1 		$2M Buy
56,061
+1,000
+2% +$33.5K 0.32% 116
2016
Q4 		$1.85M Buy
55,061
+32,100
+140% +$1M 0.31% 122
2016
Q3 		$678K Hold
22,961
– – 0.12% 181
2016
Q2 		$726K Sell
22,961
-375
-2% -$10.8K 0.13% 175
2016
Q1 		$664K Buy
23,336
+2,557
+12% +$65.5K 0.13% 177
2015
Q4 		$489K Sell
20,779
-3,845
-16% -$94.2K 0.1% 185
2015
Q3 		$622K Hold
24,624
– – 0.15% 163
2015
Q2 		$609K Hold
24,624
– – 0.14% 171
2015
Q1 		$668K Buy
24,624
+730
+3% +$20.8K 0.15% 161
2014
Q4 		$704K Sell
23,894
-380
-2% -$10.9K 0.17% 159
2014
Q3 		$648K Sell
24,274
-590
-2% -$16.6K 0.16% 160
2014
Q2 		$751K Sell
24,864
-150
-0.6% -$4.28K 0.18% 159
2014
Q1 		$702K Sell
25,014
-18,356
-42% -$504K 0.17% 161
2013
Q4 		$1.21M Buy
43,370
+210
+0.5% +$6K 0.29% 127
2013
Q3 		$1.26M Buy
43,160
+260
+0.6% +$7.67K 0.33% 119
2013
Q2 		$1.23M Buy
+42,900
New +$1.25M 0.34% 114

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bragg Financial Advisors's SJI Position: Q1 2023 in Review

Bragg Financial Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 399,572 shares — an estimated $14.2M sold.

Bragg Financial Advisors first reported a position in SJI in Q2 2013 and held it in 39 quarters. The position peaked at $14.2M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • Bragg Financial Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • Bragg Financial Advisors sold 399,572 South Jersey Industries, Inc. shares in Q1 2023, an estimated $14.2M.
  • Bragg Financial Advisors first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 39 quarters.
  • Bragg Financial Advisors's South Jersey Industries, Inc. position peaked at $14.2M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Bragg Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.