Creative Planning’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,482
| Closed | -$337K | – | 2680 |
|
|
2022
Q4 | $337K | Sell |
9,482
-1,417
| -13% | -$50.3K | ﹤0.01% | 1647 |
|
|
2022
Q3 | $364K | Buy |
10,899
+3,220
| +42% | +$108K | ﹤0.01% | 1520 |
|
|
2022
Q2 | $262K | Buy |
7,679
+533
| +7% | +$18.2K | ﹤0.01% | 1699 |
|
|
2022
Q1 | $247K | Buy |
+7,146
| New | +$247K | ﹤0.01% | 1756 |
|
|
2021
Q2 | – | Sell |
-13,409
| Closed | -$303K | – | 2416 |
|
|
2021
Q1 | $303K | Sell |
13,409
-1,201
| -8% | -$27.1K | ﹤0.01% | 1765 |
|
|
2020
Q4 | $315K | Sell |
14,610
-2,657
| -15% | -$57.3K | ﹤0.01% | 1571 |
|
|
2020
Q3 | $333K | Buy |
17,267
+5,332
| +45% | +$103K | ﹤0.01% | 1333 |
|
|
2020
Q2 | $298K | Buy |
11,935
+3,000
| +34% | +$74.9K | ﹤0.01% | 1294 |
|
|
2020
Q1 | $223K | Buy |
+8,935
| New | +$223K | ﹤0.01% | 1330 |
|
|
2019
Q3 | – | Sell |
-6,102
| Closed | -$206K | – | 1965 |
|
|
2019
Q2 | $206K | Sell |
6,102
-600
| -9% | -$20.3K | ﹤0.01% | 1597 |
|
|
2019
Q1 | $215K | Buy |
+6,702
| New | +$215K | ﹤0.01% | 1530 |
|
|
2018
Q4 | – | Sell |
-6,702
| Closed | -$236K | – | 1961 |
|
|
2018
Q3 | $236K | Hold |
6,702
| – | – | ﹤0.01% | 1555 |
|
|
2018
Q2 | $224K | Sell |
6,702
-633
| -9% | -$21.2K | ﹤0.01% | 1556 |
|
|
2018
Q1 | $207K | Sell |
7,335
-5,691
| -44% | -$161K | ﹤0.01% | 1580 |
|
|
2017
Q4 | $407K | Buy |
13,026
+484
| +4% | +$15.1K | ﹤0.01% | 1179 |
|
|
2017
Q3 | $433K | Buy |
12,542
+1,016
| +9% | +$35.1K | ﹤0.01% | 1111 |
|
|
2017
Q2 | $394K | Hold |
11,526
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q1 | $411K | Hold |
11,526
| – | – | ﹤0.01% | 1095 |
|
|
2016
Q4 | $388K | Hold |
11,526
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q3 | $341K | Sell |
11,526
-2,000
| -15% | -$59.2K | ﹤0.01% | 1106 |
|
|
2016
Q2 | $428K | Hold |
13,526
| – | – | ﹤0.01% | 849 |
|
|
2016
Q1 | $385K | Sell |
13,526
-3,602
| -21% | -$103K | ﹤0.01% | 860 |
|
|
2015
Q4 | $403K | Buy |
17,128
+8,436
| +97% | +$198K | ﹤0.01% | 858 |
|
|
2015
Q3 | $219K | Buy |
+8,692
| New | +$219K | ﹤0.01% | 1138 |
|
|
2015
Q2 | – | Sell |
-3,788
| Closed | -$103K | – | 3124 |
|
|
2015
Q1 | $103K | Sell |
3,788
-278
| -7% | -$7.56K | ﹤0.01% | 1551 |
|
|
2014
Q4 | $120K | Buy |
4,066
+1,000
| +33% | +$29.5K | ﹤0.01% | 1442 |
|
|
2014
Q3 | $82K | Hold |
3,066
| – | – | ﹤0.01% | 1597 |
|
|
2014
Q2 | $93K | Sell |
3,066
-256
| -8% | -$7.77K | ﹤0.01% | 1472 |
|
|
2014
Q1 | $93K | Buy |
3,322
+374
| +13% | +$10.5K | ﹤0.01% | 1440 |
|
|
2013
Q4 | $82K | Hold |
2,948
| – | – | ﹤0.01% | 1316 |
|
|
2013
Q3 | $86K | Hold |
2,948
| – | – | ﹤0.01% | 1206 |
|
|
2013
Q2 | $85K | Buy |
+2,948
| New | +$85K | ﹤0.01% | 1080 |
|