Concourse Financial Group Securities’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
Q1 | – | Sell |
-3,875
| Closed | -$181K | – | 5410 |
|
|
2024
Q4 | $181K | Buy |
+3,875
| New | +$181K | 0.01% | 760 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6283 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6301 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6299 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6231 |
|
|
2023
Q3 | – | Sell |
-19
| Closed | -$904 | – | 6099 |
|
|
2023
Q2 | $904 | Buy |
19
+9
| +90% | +$428 | ﹤0.01% | 2151 |
|
|
2023
Q1 | $535 | Hold |
10
| – | – | ﹤0.01% | 2242 |
|
|
2022
Q4 | $500 | Hold |
10
| – | – | ﹤0.01% | 2228 |
|
|
2022
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 5550 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5532 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5428 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5433 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5287 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5116 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4972 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4843 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4648 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4522 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4510 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4447 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4242 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4430 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4371 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4248 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3966 |
|