Corient Private Wealth’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 | $2.75M | Sell |
61,403
-572
| -0.9% | -$25.6K | ﹤0.01% | 975 |
|
|
2025
Q1 | $3.04M | Buy |
61,975
+1,195
| +2% | +$58.6K | 0.01% | 831 |
|
|
2024
Q4 | $2.84M | Sell |
60,780
-31,253
| -34% | -$1.46M | ﹤0.01% | 879 |
|
|
2024
Q3 | $4.34M | Buy |
92,033
+32,156
| +54% | +$1.52M | 0.01% | 770 |
|
|
2024
Q2 | $2.56M | Sell |
59,877
-3,927
| -6% | -$168K | ﹤0.01% | 920 |
|
|
2024
Q1 | $2.74M | Buy |
63,804
+1,932
| +3% | +$82.9K | ﹤0.01% | 885 |
|
|
2023
Q4 | $2.76M | Buy |
61,872
+9,404
| +18% | +$419K | 0.01% | 870 |
|
|
2023
Q3 | $2.13M | Buy |
52,468
+22,266
| +74% | +$905K | ﹤0.01% | 885 |
|
|
2023
Q2 | $1.43M | Sell |
30,202
-21,682
| -42% | -$1.02M | ﹤0.01% | 1021 |
|
|
2023
Q1 | $2.76M | Buy |
51,884
+32,927
| +174% | +$1.75M | 0.01% | 748 |
|
|
2022
Q4 | $941K | Buy |
+18,957
| New | +$941K | ﹤0.01% | 932 |
|