CAPTRUST 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 | $699K | Sell |
15,588
-421
| -3% | -$18.9K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $785K | Sell |
16,009
-336
| -2% | -$16.5K | ﹤0.01% | 1406 |
|
|
2024
Q4 | $763K | Buy |
16,345
+706
| +5% | +$32.9K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $738K | Buy |
15,639
+652
| +4% | +$30.8K | ﹤0.01% | 1367 |
|
|
2024
Q2 | $641K | Buy |
14,987
+1,091
| +8% | +$46.6K | ﹤0.01% | 1385 |
|
|
2024
Q1 | $596K | Sell |
13,896
-6,375
| -31% | -$274K | ﹤0.01% | 1392 |
|
|
2023
Q4 | $904K | Buy |
20,271
+4,444
| +28% | +$198K | ﹤0.01% | 1331 |
|
|
2023
Q3 | $643K | Sell |
15,827
-230
| -1% | -$9.35K | ﹤0.01% | 1481 |
|
|
2023
Q2 | $758K | Buy |
16,057
+167
| +1% | +$7.88K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $845K | Buy |
15,890
+332
| +2% | +$17.7K | ﹤0.01% | 1118 |
|
|
2022
Q4 | $772K | Sell |
15,558
-109
| -0.7% | -$5.41K | ﹤0.01% | 1108 |
|
|
2022
Q3 | $606K | Buy |
15,667
+398
| +3% | +$15.4K | ﹤0.01% | 1159 |
|
|
2022
Q2 | $685K | Buy |
15,269
+434
| +3% | +$19.5K | ﹤0.01% | 1011 |
|
|
2022
Q1 | $686K | Buy |
14,835
+2,911
| +24% | +$135K | ﹤0.01% | 1000 |
|
|
2021
Q4 | $494K | Sell |
11,924
-569
| -5% | -$23.6K | ﹤0.01% | 1132 |
|
|
2021
Q3 | $439K | Buy |
12,493
+9,879
| +378% | +$347K | ﹤0.01% | 1098 |
|
|
2021
Q2 | $104K | Sell |
2,614
-52
| -2% | -$2.07K | ﹤0.01% | 2003 |
|
|
2021
Q1 | $107K | Buy |
2,666
+1,807
| +210% | +$72.5K | ﹤0.01% | 1903 |
|
|
2020
Q4 | $31K | Buy |
859
+109
| +15% | +$3.93K | ﹤0.01% | 2053 |
|
|
2020
Q3 | $20K | Buy |
750
+96
| +15% | +$2.56K | ﹤0.01% | 1975 |
|
|
2020
Q2 | $21K | Buy |
+654
| New | +$21K | ﹤0.01% | 1923 |
|