Carson Wealth (CWM LLC)’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
5,010
+1,038
| +26% | +$46.6K | ﹤0.01% | 2067 |
|
|
2025
Q1 | $195K | Buy |
3,972
+390
| +11% | +$19.1K | ﹤0.01% | 1933 |
|
|
2024
Q4 | $167K | Buy |
3,582
+722
| +25% | +$33.7K | ﹤0.01% | 1949 |
|
|
2024
Q3 | $135K | Buy |
2,860
+602
| +27% | +$28.4K | ﹤0.01% | 1999 |
|
|
2024
Q2 | $97K | Buy |
2,258
+220
| +11% | +$9.45K | ﹤0.01% | 1992 |
|
|
2024
Q1 | $87K | Sell |
2,038
-88
| -4% | -$3.76K | ﹤0.01% | 1955 |
|
|
2023
Q4 | $95K | Sell |
2,126
-168
| -7% | -$7.51K | ﹤0.01% | 1801 |
|
|
2023
Q3 | $93K | Sell |
2,294
-234
| -9% | -$9.49K | ﹤0.01% | 1672 |
|
|
2023
Q2 | $119K | Sell |
2,528
-927
| -27% | -$43.6K | ﹤0.01% | 1479 |
|
|
2023
Q1 | $184K | Buy |
3,455
+1,139
| +49% | +$60.7K | ﹤0.01% | 1226 |
|
|
2022
Q4 | $115K | Sell |
2,316
-643
| -22% | -$31.9K | ﹤0.01% | 1318 |
|
|
2022
Q3 | $115K | Sell |
2,959
-337
| -10% | -$13.1K | ﹤0.01% | 1282 |
|
|
2022
Q2 | $147K | Buy |
3,296
+508
| +18% | +$22.7K | ﹤0.01% | 1165 |
|
|
2022
Q1 | $128K | Sell |
2,788
-41,323
| -94% | -$1.9M | ﹤0.01% | 1232 |
|
|
2021
Q4 | $1.81M | Buy |
+44,111
| New | +$1.81M | 0.01% | 448 |
|
|
2021
Q2 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2021
Q1 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2020
Q4 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2020
Q3 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2020
Q2 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2020
Q1 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2019
Q4 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2019
Q3 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2019
Q2 | $1.87M | Hold |
47,199
| – | – | 0.01% | 444 |
|
|
2019
Q1 | $1.87M | Buy |
47,199
+47,005
| +24,229% | +$1.86M | 0.01% | 444 |
|
|
2018
Q4 | $9K | Sell |
194
-93
| -32% | -$4.31K | ﹤0.01% | 1367 |
|
|
2018
Q3 | $13K | Sell |
287
-124
| -30% | -$5.62K | ﹤0.01% | 1085 |
|
|
2018
Q2 | $18K | Sell |
411
-48
| -10% | -$2.1K | ﹤0.01% | 856 |
|
|
2018
Q1 | $18K | Sell |
459
-229
| -33% | -$8.98K | ﹤0.01% | 729 |
|
|
2017
Q4 | $28K | Sell |
688
-105
| -13% | -$4.27K | ﹤0.01% | 639 |
|
|
2017
Q3 | $33K | Sell |
793
-90
| -10% | -$3.75K | ﹤0.01% | 604 |
|
|
2017
Q2 | $35K | Sell |
883
-113
| -11% | -$4.48K | ﹤0.01% | 536 |
|
|
2017
Q1 | $39K | Hold |
996
| – | – | ﹤0.01% | 501 |
|
|
2016
Q4 | $35K | Hold |
996
| – | – | ﹤0.01% | 493 |
|
|
2016
Q3 | $33K | Hold |
996
| – | – | ﹤0.01% | 483 |
|
|
2016
Q2 | $38K | Hold |
996
| – | – | ﹤0.01% | 400 |
|
|
2016
Q1 | $36K | Hold |
996
| – | – | ﹤0.01% | 374 |
|
|
2015
Q4 | $33K | Hold |
996
| – | – | ﹤0.01% | 354 |
|
|
2015
Q3 | $30K | Buy |
+996
| New | +$30K | ﹤0.01% | 328 |
|