Envestnet Asset Management’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 |
-7,856
| Closed | -$279K | – | 4181 |
|
|
2022
Q4 | $279K | Buy |
7,856
+344
| +5% | +$12.2K | ﹤0.01% | 3468 |
|
|
2022
Q3 | $251K | Sell |
7,512
-4,949
| -40% | -$165K | ﹤0.01% | 3464 |
|
|
2022
Q2 | $425K | Buy |
12,461
+1,137
| +10% | +$38.8K | ﹤0.01% | 3147 |
|
|
2022
Q1 | $391K | Sell |
11,324
-13,535
| -54% | -$467K | ﹤0.01% | 3278 |
|
|
2021
Q4 | $649K | Buy |
24,859
+3,371
| +16% | +$88K | ﹤0.01% | 2909 |
|
|
2021
Q3 | $457K | Buy |
21,488
+2,263
| +12% | +$48.1K | ﹤0.01% | 3019 |
|
|
2021
Q2 | $499K | Buy |
19,225
+1,116
| +6% | +$29K | ﹤0.01% | 2981 |
|
|
2021
Q1 | $409K | Buy |
18,109
+7,475
| +70% | +$169K | ﹤0.01% | 2961 |
|
|
2020
Q4 | $229K | Sell |
10,634
-229
| -2% | -$4.93K | ﹤0.01% | 3065 |
|
|
2020
Q3 | $209K | Buy |
10,863
+333
| +3% | +$6.41K | ﹤0.01% | 2900 |
|
|
2020
Q2 | $263K | Sell |
10,530
-1,233
| -10% | -$30.8K | ﹤0.01% | 2747 |
|
|
2020
Q1 | $294K | Sell |
11,763
-596
| -5% | -$14.9K | ﹤0.01% | 2559 |
|
|
2019
Q4 | $408K | Sell |
12,359
-831
| -6% | -$27.4K | ﹤0.01% | 2590 |
|
|
2019
Q3 | $434K | Sell |
13,190
-6,864
| -34% | -$226K | ﹤0.01% | 2455 |
|
|
2019
Q2 | $676K | Sell |
20,054
-5,933
| -23% | -$200K | ﹤0.01% | 2199 |
|
|
2019
Q1 | $833K | Buy |
25,987
+6,496
| +33% | +$208K | ﹤0.01% | 2009 |
|
|
2018
Q4 | $542K | Buy |
+19,491
| New | +$542K | ﹤0.01% | 2099 |
|
|
2018
Q3 | – | Sell |
-2,395
| Closed | -$80K | – | 2806 |
|
|
2018
Q2 | $80K | Buy |
2,395
+608
| +34% | +$20.3K | ﹤0.01% | 2045 |
|
|
2018
Q1 | $50K | Sell |
1,787
-549
| -24% | -$15.4K | ﹤0.01% | 2152 |
|
|
2017
Q4 | $73K | Buy |
2,336
+13
| +0.6% | +$406 | ﹤0.01% | 2209 |
|
|
2017
Q3 | $80K | Buy |
2,323
+155
| +7% | +$5.34K | ﹤0.01% | 2146 |
|
|
2017
Q2 | $74K | Sell |
2,168
-106
| -5% | -$3.62K | ﹤0.01% | 2238 |
|
|
2017
Q1 | $80K | Sell |
2,274
-471
| -17% | -$16.6K | ﹤0.01% | 2273 |
|
|
2016
Q4 | $93K | Buy |
2,745
+414
| +18% | +$14K | ﹤0.01% | 2215 |
|
|
2016
Q3 | $69K | Sell |
2,331
-5,087
| -69% | -$151K | ﹤0.01% | 2482 |
|
|
2016
Q2 | $235K | Buy |
7,418
+249
| +3% | +$7.89K | ﹤0.01% | 2007 |
|
|
2016
Q1 | $204K | Buy |
7,169
+148
| +2% | +$4.21K | ﹤0.01% | 2056 |
|
|
2015
Q4 | $165K | Buy |
7,021
+157
| +2% | +$3.69K | ﹤0.01% | 2142 |
|
|
2015
Q3 | $173K | Buy |
+6,864
| New | +$173K | ﹤0.01% | 2085 |
|