Brookstone Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History

Brookstone Capital Management’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	-6,475	Closed	-$231K	–	893
2022 Q4	$231K	Sell	6,475 -1,450	-18%	-$50.1K	﹤0.01%	757
2022 Q3	$268K	Hold	7,925	–	–	0.01%	690
2022 Q2	$268K	Sell	7,925 -3,172	-29%	-$109K	0.01%	668
2022 Q1	$382K	Sell	11,097 -70	-0.6%	-$2.02K	0.01%	608
2021 Q4	$291K	Hold	11,167	–	–	0.01%	637
2021 Q3	$251K	Hold	11,167	–	–	﹤0.01%	645
2021 Q2	$290K	Buy	+11,167	New	+$288K	0.01%	598

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

Brookstone Capital Management's SJI Position: Q1 2023 in Review

Brookstone Capital Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 6,475 shares — an estimated $231K sold.

Brookstone Capital Management first reported a position in SJI in Q2 2021 and held it in 7 quarters. The position peaked at $382K in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Brookstone Capital Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Brookstone Capital Management sold 6,475 South Jersey Industries, Inc. shares in Q1 2023, an estimated $231K.
Brookstone Capital Management first reported a position in South Jersey Industries, Inc. in Q2 2021 and held it in 7 quarters.
Brookstone Capital Management's South Jersey Industries, Inc. position peaked at $382K in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Brookstone Capital Management's 13F filing for Q1 2023, filed 19 Apr 2023.