Financial Architects (New Jersey)’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 |
-23,909
| Closed | -$849K | – | 335 |
|
|
2022
Q4 | $849K | Sell |
23,909
-1,600
| -6% | -$56.8K | 0.14% | 151 |
|
|
2022
Q3 | $853K | Buy |
+25,509
| New | +$853K | 0.15% | 143 |
|
|
2022
Q2 | – | Sell |
-9,995
| Closed | -$345K | – | 325 |
|
|
2022
Q1 | $345K | Sell |
9,995
-130
| -1% | -$4.49K | 0.05% | 244 |
|
|
2021
Q4 | $264K | Buy |
10,125
+14
| +0.1% | +$365 | 0.04% | 286 |
|
|
2021
Q3 | $215K | Buy |
10,111
+264
| +3% | +$5.61K | 0.03% | 312 |
|
|
2021
Q2 | $255K | Sell |
9,847
-1,161
| -11% | -$30.1K | 0.04% | 293 |
|
|
2021
Q1 | $249K | Sell |
11,008
-1,830
| -14% | -$41.4K | 0.04% | 281 |
|
|
2020
Q4 | $277K | Sell |
12,838
-4,385
| -25% | -$94.6K | 0.05% | 236 |
|
|
2020
Q3 | $332K | Sell |
17,223
-4,355
| -20% | -$83.9K | 0.07% | 189 |
|
|
2020
Q2 | $539K | Sell |
21,578
-2,409
| -10% | -$60.2K | 0.12% | 136 |
|
|
2020
Q1 | $600K | Buy |
23,987
+2,636
| +12% | +$65.9K | 0.16% | 119 |
|
|
2019
Q4 | $704K | Sell |
21,351
-1,016
| -5% | -$33.5K | 0.15% | 122 |
|
|
2019
Q3 | $736K | Sell |
22,367
-2,946
| -12% | -$96.9K | 0.17% | 116 |
|
|
2019
Q2 | $854K | Sell |
25,313
-205
| -0.8% | -$6.92K | 0.16% | 108 |
|
|
2019
Q1 | $818K | Buy |
25,518
+918
| +4% | +$29.4K | 0.14% | 119 |
|
|
2018
Q4 | $684K | Buy |
24,600
+9
| +0% | +$250 | 0.13% | 124 |
|
|
2018
Q3 | $867K | Sell |
24,591
-291
| -1% | -$10.3K | 0.14% | 106 |
|
|
2018
Q2 | $833K | Sell |
24,882
-4,367
| -15% | -$146K | 0.15% | 108 |
|
|
2018
Q1 | $824K | Sell |
29,249
-2,813
| -9% | -$79.2K | 0.16% | 96 |
|
|
2017
Q4 | $1M | Sell |
32,062
-1,875
| -6% | -$58.5K | 0.17% | 101 |
|
|
2017
Q3 | $1.17M | Buy |
33,937
+775
| +2% | +$26.8K | 0.21% | 88 |
|
|
2017
Q2 | $1.13M | Sell |
33,162
-200
| -0.6% | -$6.83K | 0.2% | 89 |
|
|
2017
Q1 | $1.19M | Sell |
33,362
-183
| -0.5% | -$6.52K | 0.21% | 88 |
|
|
2016
Q4 | $1.13M | Sell |
33,545
-1,484
| -4% | -$50K | 0.27% | 78 |
|
|
2016
Q3 | $1.04M | Sell |
35,029
-1,396
| -4% | -$41.2K | 0.28% | 75 |
|
|
2016
Q2 | $1.15M | Buy |
36,425
+2,473
| +7% | +$78.2K | 0.32% | 68 |
|
|
2016
Q1 | $966K | Buy |
33,952
+4,075
| +14% | +$116K | 0.35% | 65 |
|
|
2015
Q4 | $703K | Buy |
29,877
+18,977
| +174% | +$447K | 0.28% | 83 |
|
|
2015
Q3 | $275K | Buy |
10,900
+6,350
| +140% | +$160K | 0.12% | 157 |
|
|
2015
Q2 | $113K | Buy |
4,550
+920
| +25% | +$22.8K | 0.04% | 279 |
|
|
2015
Q1 | $99K | Sell |
3,630
-270
| -7% | -$7.36K | 0.04% | 287 |
|
|
2014
Q4 | $115K | Buy |
3,900
+500
| +15% | +$14.7K | 0.05% | 234 |
|
|
2014
Q3 | $91K | Hold |
3,400
| – | – | 0.04% | 237 |
|
|
2014
Q2 | $103K | Buy |
+3,400
| New | +$103K | 0.05% | 221 |
|
|
2013
Q4 | – | Sell |
-3,000
| Closed | -$88K | – | 599 |
|
|
2013
Q3 | $88K | Hold |
3,000
| – | – | 0.06% | 194 |
|
|
2013
Q2 | $86K | Buy |
+3,000
| New | +$86K | 0.06% | 179 |
|