Cape Investment Advisory’s New Jersey Resources NJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$4.66K Buy
2025
Q1
$5.05K Buy
2024
Q4
$4.75K Buy
2024
Q3
$4.76K Buy
2024
Q2
$4.27K Buy
2024
Q1
$4.25K Buy
2023
Q4
$4.37K Sell
2023
Q3
$4.87K Buy
2023
Q2
$5.61K Buy
2023
Q1
$6.28K Buy