Duncker Streett & Co’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 |
-510
| Closed | -$18.1K | – | 511 |
|
|
2022
Q4 | $18.1K | Hold |
510
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $17K | Hold |
510
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $17K | Hold |
510
| – | – | ﹤0.01% | 378 |
|
|
2022
Q1 | $18K | Sell |
510
-510
| -50% | -$14.7K | ﹤0.01% | 389 |
|
|
2021
Q4 | $27K | Hold |
1,020
| – | – | ﹤0.01% | 390 |
|
|
2021
Q3 | $22K | Hold |
1,020
| – | – | ﹤0.01% | 398 |
|
|
2021
Q2 | $26K | Hold |
1,020
| – | – | ﹤0.01% | 387 |
|
|
2021
Q1 | $23K | Hold |
1,020
| – | – | ﹤0.01% | 394 |
|
|
2020
Q4 | $22K | Hold |
1,020
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $20K | Hold |
1,020
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $25K | Hold |
1,020
| – | – | 0.01% | 370 |
|
|
2020
Q1 | $26K | Hold |
1,020
| – | – | 0.01% | 373 |
|
|
2019
Q4 | $34K | Buy |
+1,020
| New | +$32.2K | 0.01% | 385 |
|
|
2019
Q3 | – | Sell |
-1,020
| Closed | -$34K | – | 533 |
|
|
2019
Q2 | $34K | Hold |
1,020
| – | – | 0.01% | 398 |
|
|
2019
Q1 | $33K | Hold |
1,020
| – | – | 0.01% | 409 |
|
|
2018
Q4 | $28K | Hold |
1,020
| – | – | 0.01% | 409 |
|
|
2018
Q3 | $36K | Hold |
1,020
| – | – | 0.01% | 416 |
|
|
2018
Q2 | $34K | Hold |
1,020
| – | – | 0.01% | 420 |
|
|
2018
Q1 | $29K | Hold |
1,020
| – | – | 0.01% | 436 |
|
|
2017
Q4 | $32K | Hold |
1,020
| – | – | 0.01% | 436 |
|
|
2017
Q3 | $35K | Hold |
1,020
| – | – | 0.01% | 426 |
|
|
2017
Q2 | $35K | Sell |
1,020
-200
| -16% | -$7.26K | 0.01% | 422 |
|
|
2017
Q1 | $43K | Hold |
1,220
| – | – | 0.01% | 411 |
|
|
2016
Q4 | $41K | Hold |
1,220
| – | – | 0.01% | 401 |
|
|
2016
Q3 | $36K | Hold |
1,220
| – | – | 0.01% | 397 |
|
|
2016
Q2 | $39K | Hold |
1,220
| – | – | 0.01% | 383 |
|
|
2016
Q1 | $35K | Hold |
1,220
| – | – | 0.01% | 396 |
|
|
2015
Q4 | $29K | Hold |
1,220
| – | – | 0.01% | 414 |
|
|
2015
Q3 | $31K | Buy |
1,220
+200
| +20% | +$4.89K | 0.01% | 409 |
|
|
2015
Q2 | $25K | Sell |
1,020
-1,020
| -50% | -$26.7K | 0.01% | 443 |
|
|
2015
Q1 | $55K | Hold |
2,040
| – | – | 0.02% | 373 |
|
|
2014
Q4 | $60K | Hold |
2,040
| – | – | 0.02% | 361 |
|
|
2014
Q3 | $54K | Hold |
2,040
| – | – | 0.02% | 367 |
|
|
2014
Q2 | $62K | Hold |
2,040
| – | – | 0.02% | 361 |
|
|
2014
Q1 | $57K | Hold |
2,040
| – | – | 0.02% | 360 |
|
|
2013
Q4 | $57K | Hold |
2,040
| – | – | 0.02% | 348 |
|
|
2013
Q3 | $60K | Hold |
2,040
| – | – | 0.02% | 333 |
|
|
2013
Q2 | $59K | Buy |
+2,040
| New | +$59.6K | 0.02% | 340 |
|
Other funds holding SJI
Duncker Streett & Co's SJI Position: Q1 2023 in Review
Duncker Streett & Co sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 510 shares — an estimated $18.1K sold.
Duncker Streett & Co first reported a position in SJI in Q2 2013 and held it in 38 quarters. The position peaked at $62K in Q2 2014. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Duncker Streett & Co reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Duncker Streett & Co sold 510 South Jersey Industries, Inc. shares in Q1 2023, an estimated $18.1K.
- Duncker Streett & Co first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 38 quarters.
- Duncker Streett & Co's South Jersey Industries, Inc. position peaked at $62K in Q2 2014.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Duncker Streett & Co's 13F filing for Q1 2023, filed 24 Apr 2023.