FineMark National Bank & Trust’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 | $1M | Hold |
22,402
| – | – | 0.03% | 221 |
|
|
2025
Q1 | $1.1M | Hold |
22,402
| – | – | 0.04% | 203 |
|
|
2024
Q4 | $1.05M | Hold |
22,402
| – | – | 0.04% | 208 |
|
|
2024
Q3 | $1.06M | Hold |
22,402
| – | – | 0.04% | 213 |
|
|
2024
Q2 | $957K | Hold |
22,402
| – | – | 0.04% | 204 |
|
|
2024
Q1 | $961K | Hold |
22,402
| – | – | 0.04% | 216 |
|
|
2023
Q4 | $999K | Sell |
22,402
-125
| -0.6% | -$5.57K | 0.04% | 207 |
|
|
2023
Q3 | $915K | Hold |
22,527
| – | – | 0.04% | 199 |
|
|
2023
Q2 | $1.06M | Hold |
22,527
| – | – | 0.04% | 191 |
|
|
2023
Q1 | $1.2M | Hold |
22,527
| – | – | 0.05% | 177 |
|
|
2022
Q4 | $1.12M | Hold |
22,527
| – | – | 0.05% | 180 |
|
|
2022
Q3 | $872K | Hold |
22,527
| – | – | 0.04% | 200 |
|
|
2022
Q2 | $1M | Hold |
22,527
| – | – | 0.04% | 198 |
|
|
2022
Q1 | $1.03M | Hold |
22,527
| – | – | 0.04% | 204 |
|
|
2021
Q4 | $925K | Hold |
22,527
| – | – | 0.04% | 226 |
|
|
2021
Q3 | $784K | Sell |
22,527
-4,151
| -16% | -$144K | 0.03% | 231 |
|
|
2021
Q2 | $1.06M | Hold |
26,678
| – | – | 0.04% | 211 |
|
|
2021
Q1 | $1.06M | Hold |
26,678
| – | – | 0.05% | 207 |
|
|
2020
Q4 | $948K | Hold |
26,678
| – | – | 0.04% | 208 |
|
|
2020
Q3 | $721K | Hold |
26,678
| – | – | 0.03% | 211 |
|
|
2020
Q2 | $871K | Buy |
26,678
+204
| +0.8% | +$6.66K | 0.05% | 184 |
|
|
2020
Q1 | $899K | Hold |
26,474
| – | – | 0.06% | 167 |
|
|
2019
Q4 | $1.18M | Sell |
26,474
-1,326
| -5% | -$59.1K | 0.06% | 163 |
|
|
2019
Q3 | $1.26M | Hold |
27,800
| – | – | 0.07% | 153 |
|
|
2019
Q2 | $1.38M | Buy |
27,800
+1,326
| +5% | +$66K | 0.08% | 143 |
|
|
2019
Q1 | $1.32M | Hold |
26,474
| – | – | 0.08% | 141 |
|
|
2018
Q4 | $1.21M | Hold |
26,474
| – | – | 0.08% | 143 |
|
|
2018
Q3 | $1.22M | Hold |
26,474
| – | – | 0.07% | 144 |
|
|
2018
Q2 | $1.19M | Hold |
26,474
| – | – | 0.07% | 152 |
|
|
2018
Q1 | $1.06M | Buy |
26,474
+18,330
| +225% | +$735K | 0.07% | 161 |
|
|
2017
Q4 | $327K | Hold |
8,144
| – | – | 0.02% | 282 |
|
|
2017
Q3 | $343K | Sell |
8,144
-34
| -0.4% | -$1.43K | 0.02% | 276 |
|
|
2017
Q2 | $325K | Buy |
8,178
+34
| +0.4% | +$1.35K | 0.02% | 273 |
|
|
2017
Q1 | $323K | Hold |
8,144
| – | – | 0.02% | 275 |
|
|
2016
Q4 | $289K | Hold |
8,144
| – | – | 0.02% | 286 |
|
|
2016
Q3 | $268K | Hold |
8,144
| – | – | 0.03% | 287 |
|
|
2016
Q2 | $314K | Hold |
8,144
| – | – | 0.04% | 263 |
|
|
2016
Q1 | $297K | Hold |
8,144
| – | – | 0.03% | 262 |
|
|
2015
Q4 | $268K | Hold |
8,144
| – | – | 0.03% | 276 |
|
|
2015
Q3 | $245K | Hold |
8,144
| – | – | 0.03% | 301 |
|
|
2015
Q2 | $224K | Hold |
8,144
| – | – | 0.03% | 319 |
|
|
2015
Q1 | $253K | Hold |
8,144
| – | – | 0.03% | 303 |
|
|
2014
Q4 | $249K | Hold |
8,144
| – | – | 0.04% | 313 |
|
|
2014
Q3 | $206K | Hold |
8,144
| – | – | 0.03% | 331 |
|
|
2014
Q2 | $233K | Hold |
8,144
| – | – | 0.04% | 308 |
|
|
2014
Q1 | $203K | Hold |
8,144
| – | – | 0.04% | 311 |
|
|
2013
Q4 | $188K | Sell |
8,144
-404
| -5% | -$9.33K | 0.04% | 315 |
|
|
2013
Q3 | $188K | Hold |
8,548
| – | – | 0.05% | 308 |
|
|
2013
Q2 | $179K | Buy |
+8,548
| New | +$179K | 0.05% | 291 |
|