Ethic Inc’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 | $745K | Sell |
16,664
-22,791
| -58% | -$1.02M | 0.01% | 704 |
|
|
2025
Q1 | $1.94M | Buy |
39,455
+7,596
| +24% | +$373K | 0.04% | 420 |
|
|
2024
Q4 | $1.49M | Buy |
31,859
+6,415
| +25% | +$299K | 0.03% | 495 |
|
|
2024
Q3 | $1.09M | Sell |
25,444
-5,607
| -18% | -$241K | 0.03% | 554 |
|
|
2024
Q2 | $1.33M | Buy |
31,051
+5,607
| +22% | +$240K | 0.03% | 496 |
|
|
2024
Q1 | $1.09M | Sell |
25,444
-9,259
| -27% | -$397K | 0.03% | 554 |
|
|
2023
Q4 | $1.55M | Buy |
34,703
+3,921
| +13% | +$175K | 0.05% | 421 |
|
|
2023
Q3 | $1.25M | Buy |
30,782
+2,364
| +8% | +$96K | 0.04% | 417 |
|
|
2023
Q2 | $1.34M | Buy |
28,418
+12,662
| +80% | +$598K | 0.05% | 386 |
|
|
2023
Q1 | $838K | Sell |
15,756
-4,224
| -21% | -$225K | 0.03% | 492 |
|
|
2022
Q4 | $991K | Buy |
19,980
+4,314
| +28% | +$214K | 0.05% | 378 |
|
|
2022
Q3 | $606K | Sell |
15,666
-506
| -3% | -$19.6K | 0.04% | 446 |
|
|
2022
Q2 | $720K | Sell |
16,172
-4,684
| -22% | -$209K | 0.05% | 387 |
|
|
2022
Q1 | $956K | Buy |
20,856
+6,241
| +43% | +$286K | 0.07% | 316 |
|
|
2021
Q4 | $600K | Buy |
14,615
+2,809
| +24% | +$115K | 0.05% | 368 |
|
|
2021
Q3 | $411K | Buy |
11,806
+2,977
| +34% | +$104K | 0.04% | 409 |
|
|
2021
Q2 | $349K | Buy |
8,829
+965
| +12% | +$38.1K | 0.04% | 415 |
|
|
2021
Q1 | $314K | Buy |
7,864
+903
| +13% | +$36.1K | 0.06% | 372 |
|
|
2020
Q4 | $247K | Sell |
6,961
-1,080
| -13% | -$38.3K | 0.07% | 345 |
|
|
2020
Q3 | $217K | Buy |
8,041
+1,435
| +22% | +$38.7K | 0.08% | 289 |
|
|
2020
Q2 | $216K | Buy |
+6,606
| New | +$216K | 0.12% | 231 |
|