Farther Finance Advisors’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 | $108K | Buy |
2,410
+551
| +30% | +$24.7K | ﹤0.01% | 1721 |
|
|
2025
Q1 | $91.3K | Buy |
1,859
+847
| +84% | +$41.6K | ﹤0.01% | 1592 |
|
|
2024
Q4 | $47.2K | Sell |
1,012
-113
| -10% | -$5.27K | ﹤0.01% | 1689 |
|
|
2024
Q3 | $53.1K | Sell |
1,125
-19
| -2% | -$897 | ﹤0.01% | 1611 |
|
|
2024
Q2 | $48.7K | Sell |
1,144
-177
| -13% | -$7.53K | ﹤0.01% | 1427 |
|
|
2024
Q1 | $56.4K | Sell |
1,321
-81
| -6% | -$3.46K | ﹤0.01% | 1142 |
|
|
2023
Q4 | $62.5K | Sell |
1,402
-167
| -11% | -$7.45K | ﹤0.01% | 965 |
|
|
2023
Q3 | $63.7K | Buy |
1,569
+19
| +1% | +$772 | 0.01% | 704 |
|
|
2023
Q2 | $73.2K | Buy |
1,550
+4
| +0.3% | +$189 | 0.02% | 553 |
|
|
2023
Q1 | $82.2K | Sell |
1,546
-227
| -13% | -$12.1K | 0.02% | 461 |
|
|
2022
Q4 | $88K | Buy |
+1,773
| New | +$88K | 0.03% | 352 |
|