Envestnet Asset Management’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 | $4.37M | Buy |
97,450
+22,605
| +30% | +$1.01M | ﹤0.01% | 2280 |
|
|
2025
Q1 | $3.67M | Buy |
74,845
+22,805
| +44% | +$1.12M | ﹤0.01% | 2340 |
|
|
2024
Q4 | $2.43M | Buy |
52,040
+13,955
| +37% | +$651K | ﹤0.01% | 2572 |
|
|
2024
Q3 | $1.8M | Buy |
38,085
+7,907
| +26% | +$373K | ﹤0.01% | 2736 |
|
|
2024
Q2 | $1.29M | Buy |
30,178
+3,290
| +12% | +$141K | ﹤0.01% | 2865 |
|
|
2024
Q1 | $1.15M | Buy |
26,888
+8,073
| +43% | +$346K | ﹤0.01% | 2935 |
|
|
2023
Q4 | $839K | Buy |
18,815
+5,238
| +39% | +$234K | ﹤0.01% | 3044 |
|
|
2023
Q3 | $552K | Buy |
13,577
+6,696
| +97% | +$272K | ﹤0.01% | 3198 |
|
|
2023
Q2 | $325K | Sell |
6,881
-20,617
| -75% | -$973K | ﹤0.01% | 3450 |
|
|
2023
Q1 | $778K | Buy |
27,498
+14,860
| +118% | +$421K | ﹤0.01% | 2846 |
|
|
2022
Q4 | $627K | Sell |
12,638
-1,863
| -13% | -$92.4K | ﹤0.01% | 2961 |
|
|
2022
Q3 | $561K | Buy |
14,501
+7,950
| +121% | +$308K | ﹤0.01% | 2946 |
|
|
2022
Q2 | $292K | Sell |
6,551
-1,037
| -14% | -$46.2K | ﹤0.01% | 3371 |
|
|
2022
Q1 | $348K | Sell |
7,588
-2,931
| -28% | -$134K | ﹤0.01% | 3360 |
|
|
2021
Q4 | $432K | Buy |
10,519
+3,266
| +45% | +$134K | ﹤0.01% | 3159 |
|
|
2021
Q3 | $252K | Sell |
7,253
-372
| -5% | -$12.9K | ﹤0.01% | 3395 |
|
|
2021
Q2 | $302K | Buy |
7,625
+604
| +9% | +$23.9K | ﹤0.01% | 3280 |
|
|
2021
Q1 | $280K | Sell |
7,021
-3,931
| -36% | -$157K | ﹤0.01% | 3166 |
|
|
2020
Q4 | $389K | Buy |
10,952
+1,189
| +12% | +$42.2K | ﹤0.01% | 2783 |
|
|
2020
Q3 | $264K | Buy |
9,763
+2,062
| +27% | +$55.8K | ﹤0.01% | 2792 |
|
|
2020
Q2 | $251K | Sell |
7,701
-42
| -0.5% | -$1.37K | ﹤0.01% | 2772 |
|
|
2020
Q1 | $263K | Buy |
7,743
+207
| +3% | +$7.03K | ﹤0.01% | 2611 |
|
|
2019
Q4 | $336K | Buy |
7,536
+1,434
| +24% | +$63.9K | ﹤0.01% | 2683 |
|
|
2019
Q3 | $276K | Sell |
6,102
-167
| -3% | -$7.55K | ﹤0.01% | 2703 |
|
|
2019
Q2 | $312K | Buy |
6,269
+997
| +19% | +$49.6K | ﹤0.01% | 2636 |
|
|
2019
Q1 | $263K | Buy |
+5,272
| New | +$263K | ﹤0.01% | 2675 |
|
|
2018
Q3 | – | Sell |
-3,102
| Closed | -$139K | – | 2125 |
|
|
2018
Q2 | $139K | Buy |
3,102
+223
| +8% | +$9.99K | ﹤0.01% | 1852 |
|
|
2018
Q1 | $115K | Buy |
2,879
+322
| +13% | +$12.9K | ﹤0.01% | 1856 |
|
|
2017
Q4 | $103K | Buy |
2,557
+441
| +21% | +$17.8K | ﹤0.01% | 2089 |
|
|
2017
Q3 | $89K | Buy |
2,116
+190
| +10% | +$7.99K | ﹤0.01% | 2111 |
|
|
2017
Q2 | $76K | Buy |
1,926
+360
| +23% | +$14.2K | ﹤0.01% | 2231 |
|
|
2017
Q1 | $62K | Buy |
1,566
+131
| +9% | +$5.19K | ﹤0.01% | 2342 |
|
|
2016
Q4 | $51K | Buy |
1,435
+195
| +16% | +$6.93K | ﹤0.01% | 2435 |
|
|
2016
Q3 | $41K | Sell |
1,240
-664
| -35% | -$22K | ﹤0.01% | 2664 |
|
|
2016
Q2 | $73K | Sell |
1,904
-1,486
| -44% | -$57K | ﹤0.01% | 2573 |
|
|
2016
Q1 | $123K | Sell |
3,390
-859
| -20% | -$31.2K | ﹤0.01% | 2311 |
|
|
2015
Q4 | $140K | Buy |
4,249
+1,575
| +59% | +$51.9K | ﹤0.01% | 2224 |
|
|
2015
Q3 | $80K | Buy |
+2,674
| New | +$80K | ﹤0.01% | 2440 |
|