Creative Planning’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Buy |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $856K | Buy |
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|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $870K | Buy |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $797K | Buy |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $418K | Sell |
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|
2021
Q1 | $448K | Sell |
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|
2020
Q4 | $497K | Sell |
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|
2020
Q3 | $435K | Buy |
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|
2020
Q2 | $501K | Buy |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $596K | Sell |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $726K | Buy |
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|
2019
Q1 | $651K | Hold |
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|
2018
Q4 | $598K | Hold |
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|
2018
Q3 | $603K | Buy |
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|
2018
Q2 | $566K | Sell |
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|
2018
Q1 | $567K | Buy |
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|
2017
Q4 | $563K | Hold |
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|
2017
Q3 | $590K | Buy |
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|
2017
Q2 | $527K | Hold |
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|
2017
Q1 | $525K | Buy |
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|
2016
Q4 | $470K | Buy |
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|
2016
Q3 | $427K | Buy |
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|
2016
Q2 | $462K | Hold |
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|
2016
Q1 | $437K | Buy |
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|
2015
Q4 | $130K | Buy |
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|
2015
Q3 | $106K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $62K | Sell |
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|
2014
Q4 | $76K | Buy |
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|
2014
Q3 | $52K | Buy |
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|
2014
Q2 | $57K | Sell |
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|
2014
Q1 | $55K | Hold |
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|
2013
Q4 | $51K | Sell |
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|
2013
Q3 | $90K | Buy |
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|
2013
Q2 | $46K | Buy |
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