Cambridge Investment Research 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 | $219K | Buy |
+4,896
| New | +$219K | ﹤0.01% | 3273 |
|
|
2024
Q2 | – | Sell |
-4,803
| Closed | -$206K | – | 3395 |
|
|
2024
Q1 | $206K | Sell |
4,803
-186
| -4% | -$7.98K | ﹤0.01% | 3005 |
|
|
2023
Q4 | $222K | Buy |
4,989
+37
| +0.7% | +$1.65K | ﹤0.01% | 2830 |
|
|
2023
Q3 | $201K | Sell |
4,952
-45
| -0.9% | -$1.83K | ﹤0.01% | 2811 |
|
|
2023
Q2 | $236K | Sell |
4,997
-4,727
| -49% | -$223K | ﹤0.01% | 2736 |
|
|
2023
Q1 | $517K | Buy |
9,724
+997
| +11% | +$53K | ﹤0.01% | 2058 |
|
|
2022
Q4 | $433K | Buy |
+8,727
| New | +$433K | ﹤0.01% | 2133 |
|
|
2021
Q4 | – | Sell |
-5,844
| Closed | -$203K | – | 3242 |
|
|
2021
Q3 | $203K | Buy |
5,844
+611
| +12% | +$21.2K | ﹤0.01% | 2808 |
|
|
2021
Q2 | $207K | Sell |
5,233
-208
| -4% | -$8.23K | ﹤0.01% | 2802 |
|
|
2021
Q1 | $217K | Sell |
5,441
-253
| -4% | -$10.1K | ﹤0.01% | 2544 |
|
|
2020
Q4 | $202K | Buy |
+5,694
| New | +$202K | ﹤0.01% | 2473 |
|
|
2019
Q4 | – | Sell |
-5,353
| Closed | -$242K | – | 2452 |
|
|
2019
Q3 | $242K | Buy |
+5,353
| New | +$242K | ﹤0.01% | 1983 |
|
|
2017
Q4 | – | Sell |
-6,123
| Closed | -$258K | – | 2139 |
|
|
2017
Q3 | $258K | Buy |
+6,123
| New | +$258K | ﹤0.01% | 1656 |
|