Creative Planning’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,482
| Closed | -$337K | – | 2824 |
|
|
2022
Q4 | $337K | Sell |
9,482
-1,417
| -13% | -$49K | ﹤0.01% | 1654 |
|
|
2022
Q3 | $364K | Buy |
10,899
+3,220
| +42% | +$110K | ﹤0.01% | 1529 |
|
|
2022
Q2 | $262K | Buy |
7,679
+533
| +7% | +$18.3K | ﹤0.01% | 1705 |
|
|
2022
Q1 | $247K | Buy |
+7,146
| New | +$206K | ﹤0.01% | 1758 |
|
|
2021
Q2 | – | Sell |
-13,409
| Closed | -$303K | – | 2701 |
|
|
2021
Q1 | $303K | Sell |
13,409
-1,201
| -8% | -$28.4K | ﹤0.01% | 1794 |
|
|
2020
Q4 | $315K | Sell |
14,610
-2,657
| -15% | -$57.4K | ﹤0.01% | 1598 |
|
|
2020
Q3 | $333K | Buy |
17,267
+5,332
| +45% | +$119K | ﹤0.01% | 1353 |
|
|
2020
Q2 | $298K | Buy |
11,935
+3,000
| +34% | +$79.1K | ﹤0.01% | 1309 |
|
|
2020
Q1 | $223K | Buy |
+8,935
| New | +$264K | ﹤0.01% | 1343 |
|
|
2019
Q3 | – | Sell |
-6,102
| Closed | -$206K | – | 2135 |
|
|
2019
Q2 | $206K | Sell |
6,102
-600
| -9% | -$19.4K | ﹤0.01% | 1605 |
|
|
2019
Q1 | $215K | Buy |
+6,702
| New | +$203K | ﹤0.01% | 1542 |
|
|
2018
Q4 | – | Sell |
-6,702
| Closed | -$236K | – | 2151 |
|
|
2018
Q3 | $236K | Hold |
6,702
| – | – | ﹤0.01% | 1567 |
|
|
2018
Q2 | $224K | Sell |
6,702
-633
| -9% | -$19.9K | ﹤0.01% | 1571 |
|
|
2018
Q1 | $207K | Sell |
7,335
-5,691
| -44% | -$160K | ﹤0.01% | 1593 |
|
|
2017
Q4 | $407K | Buy |
13,026
+484
| +4% | +$16K | ﹤0.01% | 1189 |
|
|
2017
Q3 | $433K | Buy |
12,542
+1,016
| +9% | +$35.3K | ﹤0.01% | 1119 |
|
|
2017
Q2 | $394K | Hold |
11,526
| – | – | ﹤0.01% | 1147 |
|
|
2017
Q1 | $411K | Hold |
11,526
| – | – | ﹤0.01% | 1102 |
|
|
2016
Q4 | $388K | Hold |
11,526
| – | – | ﹤0.01% | 1047 |
|
|
2016
Q3 | $341K | Sell |
11,526
-2,000
| -15% | -$61.3K | ﹤0.01% | 1111 |
|
|
2016
Q2 | $428K | Hold |
13,526
| – | – | ﹤0.01% | 851 |
|
|
2016
Q1 | $385K | Sell |
13,526
-3,602
| -21% | -$92.3K | ﹤0.01% | 863 |
|
|
2015
Q4 | $403K | Buy |
17,128
+8,436
| +97% | +$207K | ﹤0.01% | 863 |
|
|
2015
Q3 | $219K | Buy |
+8,692
| New | +$212K | ﹤0.01% | 1145 |
|
|
2015
Q2 | – | Sell |
-3,788
| Closed | -$103K | – | 3272 |
|
|
2015
Q1 | $103K | Sell |
3,788
-278
| -7% | -$7.93K | ﹤0.01% | 1561 |
|
|
2014
Q4 | $120K | Buy |
4,066
+1,000
| +33% | +$28.6K | ﹤0.01% | 1452 |
|
|
2014
Q3 | $82K | Hold |
3,066
| – | – | ﹤0.01% | 1609 |
|
|
2014
Q2 | $93K | Sell |
3,066
-256
| -8% | -$7.3K | ﹤0.01% | 1485 |
|
|
2014
Q1 | $93K | Buy |
3,322
+374
| +13% | +$10.3K | ﹤0.01% | 1444 |
|
|
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 | +$86.2K | ﹤0.01% | 1080 |
|
Other funds holding SJI
Creative Planning's SJI Position: Q1 2023 in Review
Creative Planning sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 9,482 shares — an estimated $337K sold.
Creative Planning first reported a position in SJI in Q2 2013 and held it in 32 quarters. The position peaked at $433K in Q3 2017. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Creative Planning reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Creative Planning sold 9,482 South Jersey Industries, Inc. shares in Q1 2023, an estimated $337K.
- Creative Planning first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 32 quarters.
- Creative Planning's South Jersey Industries, Inc. position peaked at $433K in Q3 2017.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.