Concourse Financial Group Securities’s South Jersey Industries, Inc. SJI Stock Holding History

Concourse Financial Group Securities’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,580	Closed	-$56.6K	–	2471
2022 Q4	$56.1K	Hold	1,580	–	–	﹤0.01%	1030
2022 Q3	$53K	Hold	1,580	–	–	0.01%	938
2022 Q2	$54K	Hold	1,580	–	–	﹤0.01%	1052
2022 Q1	$55K	Hold	1,580	–	–	﹤0.01%	1106
2021 Q4	$41K	Hold	1,580	–	–	﹤0.01%	1370
2021 Q3	$34K	Buy	+1,580	New	+$38.9K	﹤0.01%	1475

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Concourse Financial Group Securities's SJI Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 1,580 shares — an estimated $56.6K sold.

Concourse Financial Group Securities first reported a position in SJI in Q3 2021 and held it in 6 quarters. The position peaked at $56.1K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Concourse Financial Group Securities reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 1,580 South Jersey Industries, Inc. shares in Q1 2023, an estimated $56.6K.
Concourse Financial Group Securities first reported a position in South Jersey Industries, Inc. in Q3 2021 and held it in 6 quarters.
Concourse Financial Group Securities's South Jersey Industries, Inc. position peaked at $56.1K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.