DZ Bank’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 | $1.33M | Buy |
29,702
+10,959
| +58% | +$491K | ﹤0.01% | 624 |
|
|
2025
Q1 | $920K | Buy |
+18,743
| New | +$920K | ﹤0.01% | 667 |
|
|
2023
Q1 | – | Sell |
-13,351
| Closed | -$662K | – | 1204 |
|
|
2022
Q4 | $662K | Hold |
13,351
| – | – | ﹤0.01% | 735 |
|
|
2022
Q3 | $516K | Buy |
+13,351
| New | +$516K | ﹤0.01% | 761 |
|
|
2021
Q2 | – | Sell |
-406,860
| Closed | -$16.2M | – | 1056 |
|
|
2021
Q1 | $16.2M | Sell |
406,860
-202,968
| -33% | -$8.09M | 0.03% | 269 |
|
|
2020
Q4 | $21.7M | Sell |
609,828
-21,041
| -3% | -$748K | 0.05% | 219 |
|
|
2020
Q3 | $17M | Buy |
630,869
+295,789
| +88% | +$7.99M | 0.04% | 218 |
|
|
2020
Q2 | $10.9M | Buy |
+335,080
| New | +$10.9M | 0.03% | 244 |
|
|
2018
Q4 | – | Sell |
-21,555
| Closed | -$993K | – | 778 |
|
|
2018
Q3 | $993K | Hold |
21,555
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $964K | Sell |
21,555
-55,936
| -72% | -$2.5M | ﹤0.01% | 557 |
|
|
2018
Q1 | $3.11M | Buy |
77,491
+43,128
| +126% | +$1.73M | 0.01% | 467 |
|
|
2017
Q4 | $1.38M | Hold |
34,363
| – | – | 0.01% | 508 |
|
|
2017
Q3 | $1.45M | Buy |
+34,363
| New | +$1.45M | 0.01% | 513 |
|