Creative Planning’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 | $1.15M | Buy |
25,583
+2,009
| +9% | +$90K | ﹤0.01% | 1730 |
|
|
2025
Q1 | $1.16M | Buy |
23,574
+272
| +1% | +$13.3K | ﹤0.01% | 1602 |
|
|
2024
Q4 | $1.09M | Buy |
23,302
+2,788
| +14% | +$130K | ﹤0.01% | 1587 |
|
|
2024
Q3 | $968K | Buy |
20,514
+481
| +2% | +$22.7K | ﹤0.01% | 1537 |
|
|
2024
Q2 | $856K | Buy |
20,033
+1,086
| +6% | +$46.4K | ﹤0.01% | 1524 |
|
|
2024
Q1 | $813K | Sell |
18,947
-575
| -3% | -$24.7K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $870K | Buy |
19,522
+1,160
| +6% | +$51.7K | ﹤0.01% | 1304 |
|
|
2023
Q3 | $746K | Buy |
18,362
+4,732
| +35% | +$192K | ﹤0.01% | 1306 |
|
|
2023
Q2 | $643K | Sell |
13,630
-1,351
| -9% | -$63.8K | ﹤0.01% | 1393 |
|
|
2023
Q1 | $797K | Buy |
14,981
+2,295
| +18% | +$122K | ﹤0.01% | 1190 |
|
|
2022
Q4 | $629K | Buy |
12,686
+90
| +0.7% | +$4.47K | ﹤0.01% | 1295 |
|
|
2022
Q3 | $487K | Buy |
12,596
+2,316
| +23% | +$89.5K | ﹤0.01% | 1341 |
|
|
2022
Q2 | $458K | Buy |
10,280
+34
| +0.3% | +$1.52K | ﹤0.01% | 1361 |
|
|
2022
Q1 | $470K | Buy |
10,246
+128
| +1% | +$5.87K | ﹤0.01% | 1351 |
|
|
2021
Q4 | $415K | Sell |
10,118
-373
| -4% | -$15.3K | ﹤0.01% | 1420 |
|
|
2021
Q3 | $365K | Sell |
10,491
-82
| -0.8% | -$2.85K | ﹤0.01% | 1481 |
|
|
2021
Q2 | $418K | Sell |
10,573
-657
| -6% | -$26K | ﹤0.01% | 1373 |
|
|
2021
Q1 | $448K | Sell |
11,230
-2,760
| -20% | -$110K | ﹤0.01% | 1489 |
|
|
2020
Q4 | $497K | Sell |
13,990
-2,103
| -13% | -$74.7K | ﹤0.01% | 1290 |
|
|
2020
Q3 | $435K | Buy |
16,093
+762
| +5% | +$20.6K | ﹤0.01% | 1188 |
|
|
2020
Q2 | $501K | Buy |
15,331
+1,803
| +13% | +$58.9K | ﹤0.01% | 1022 |
|
|
2020
Q1 | $460K | Buy |
13,528
+165
| +1% | +$5.61K | ﹤0.01% | 975 |
|
|
2019
Q4 | $596K | Sell |
13,363
-1,667
| -11% | -$74.3K | ﹤0.01% | 1012 |
|
|
2019
Q3 | $680K | Buy |
15,030
+450
| +3% | +$20.4K | ﹤0.01% | 915 |
|
|
2019
Q2 | $726K | Buy |
14,580
+1,497
| +11% | +$74.5K | ﹤0.01% | 888 |
|
|
2019
Q1 | $651K | Hold |
13,083
| – | – | ﹤0.01% | 905 |
|
|
2018
Q4 | $598K | Hold |
13,083
| – | – | ﹤0.01% | 869 |
|
|
2018
Q3 | $603K | Buy |
13,083
+431
| +3% | +$19.9K | ﹤0.01% | 973 |
|
|
2018
Q2 | $566K | Sell |
12,652
-1,479
| -10% | -$66.2K | ﹤0.01% | 997 |
|
|
2018
Q1 | $567K | Buy |
14,131
+124
| +0.9% | +$4.98K | ﹤0.01% | 1006 |
|
|
2017
Q4 | $563K | Hold |
14,007
| – | – | ﹤0.01% | 997 |
|
|
2017
Q3 | $590K | Buy |
14,007
+740
| +6% | +$31.2K | ﹤0.01% | 963 |
|
|
2017
Q2 | $527K | Hold |
13,267
| – | – | ﹤0.01% | 976 |
|
|
2017
Q1 | $525K | Buy |
13,267
+40
| +0.3% | +$1.58K | ﹤0.01% | 956 |
|
|
2016
Q4 | $470K | Buy |
13,227
+237
| +2% | +$8.42K | ﹤0.01% | 947 |
|
|
2016
Q3 | $427K | Buy |
12,990
+1,000
| +8% | +$32.9K | ﹤0.01% | 970 |
|
|
2016
Q2 | $462K | Hold |
11,990
| – | – | ﹤0.01% | 813 |
|
|
2016
Q1 | $437K | Buy |
11,990
+8,040
| +204% | +$293K | ﹤0.01% | 806 |
|
|
2015
Q4 | $130K | Buy |
3,950
+436
| +12% | +$14.3K | ﹤0.01% | 1477 |
|
|
2015
Q3 | $106K | Buy |
+3,514
| New | +$106K | ﹤0.01% | 1558 |
|
|
2015
Q2 | – | Sell |
-1,992
| Closed | -$62K | – | 2241 |
|
|
2015
Q1 | $62K | Sell |
1,992
-484
| -20% | -$15.1K | ﹤0.01% | 1856 |
|
|
2014
Q4 | $76K | Buy |
2,476
+420
| +20% | +$12.9K | ﹤0.01% | 1698 |
|
|
2014
Q3 | $52K | Buy |
2,056
+64
| +3% | +$1.62K | ﹤0.01% | 1877 |
|
|
2014
Q2 | $57K | Sell |
1,992
-218
| -10% | -$6.24K | ﹤0.01% | 1779 |
|
|
2014
Q1 | $55K | Hold |
2,210
| – | – | ﹤0.01% | 1732 |
|
|
2013
Q4 | $51K | Sell |
2,210
-1,882
| -46% | -$43.4K | ﹤0.01% | 1597 |
|
|
2013
Q3 | $90K | Buy |
4,092
+1,882
| +85% | +$41.4K | ﹤0.01% | 1180 |
|
|
2013
Q2 | $46K | Buy |
+2,210
| New | +$46K | ﹤0.01% | 1435 |
|