CFS
SJI

CRA Financial Services’s South Jersey Industries, Inc. SJI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-20,580
Closed -$731K 213
2022
Q4
$731K Sell
20,580
-675
-3% -$24K 0.24% 81
2022
Q3
$710K Hold
21,255
0.26% 72
2022
Q2
$726K Hold
21,255
0.25% 80
2022
Q1
$734K Sell
21,255
-32,488
-60% -$1.12M 0.22% 91
2021
Q4
$1.4M Buy
53,743
+33,442
+165% +$874K 0.42% 42
2021
Q3
$432K Buy
20,301
+3,030
+18% +$64.5K 0.15% 117
2021
Q2
$448K Buy
17,271
+250
+1% +$6.49K 0.16% 112
2021
Q1
$384K Buy
17,021
+2,838
+20% +$64K 0.15% 109
2020
Q4
$306K Buy
+14,183
New +$306K 0.13% 117
2020
Q3
Sell
-11,661
Closed -$291K 152
2020
Q2
$291K Sell
11,661
-580
-5% -$14.5K 0.15% 104
2020
Q1
$306K Buy
12,241
+1,523
+14% +$38.1K 0.2% 101
2019
Q4
$353K Buy
10,718
+1,063
+11% +$35K 0.19% 102
2019
Q3
$318K Hold
9,655
0.19% 100
2019
Q2
$326K Sell
9,655
-154
-2% -$5.2K 0.2% 101
2019
Q1
$315K Sell
9,809
-600
-6% -$19.3K 0.21% 103
2018
Q4
$289K Buy
+10,409
New +$289K 0.21% 105