FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,474
| Closed | -$247K | – | 842 |
|
|
2020
Q4 | $247K | Buy |
11,474
+241
| +2% | +$5.19K | 0.01% | 573 |
|
|
2020
Q3 | $216K | Hold |
11,233
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $281K | Hold |
11,233
| – | – | 0.01% | 242 |
|
|
2020
Q1 | $281K | Sell |
11,233
-538
| -5% | -$13.5K | 0.02% | 225 |
|
|
2019
Q4 | $388K | Hold |
11,771
| – | – | 0.01% | 264 |
|
|
2019
Q3 | $387K | Hold |
11,771
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $397K | Hold |
11,771
| – | – | 0.02% | 227 |
|
|
2019
Q1 | $377K | Buy |
11,771
+228
| +2% | +$7.3K | 0.02% | 233 |
|
|
2018
Q4 | $407K | Hold |
11,543
| – | – | 0.02% | 223 |
|
|
2018
Q3 | $407K | Hold |
11,543
| – | – | 0.02% | 223 |
|
|
2018
Q2 | $386K | Sell |
11,543
-135
| -1% | -$4.51K | 0.02% | 223 |
|
|
2018
Q1 | $329K | Sell |
11,678
-250
| -2% | -$7.04K | 0.02% | 217 |
|
|
2017
Q4 | $373K | Hold |
11,928
| – | – | 0.02% | 201 |
|
|
2017
Q3 | $412K | Hold |
11,928
| – | – | 0.03% | 155 |
|
|
2017
Q2 | $408K | Sell |
11,928
-200
| -2% | -$6.84K | 0.04% | 146 |
|
|
2017
Q1 | $432K | Sell |
12,128
-215
| -2% | -$7.66K | 0.05% | 124 |
|
|
2016
Q4 | $416K | Hold |
12,343
| – | – | 0.06% | 113 |
|
|
2016
Q3 | $365K | Hold |
12,343
| – | – | 0.05% | 92 |
|
|
2016
Q2 | $390K | Hold |
12,343
| – | – | 0.07% | 78 |
|
|
2016
Q1 | $351K | Hold |
12,343
| – | – | 0.06% | 88 |
|
|
2015
Q4 | $290K | Sell |
12,343
-275
| -2% | -$6.46K | 0.07% | 81 |
|
|
2015
Q3 | $319K | Hold |
12,618
| – | – | 0.1% | 52 |
|
|
2015
Q2 | $312K | Hold |
12,618
| – | – | 0.09% | 75 |
|
|
2015
Q1 | $342K | Hold |
12,618
| – | – | 0.11% | 60 |
|
|
2014
Q4 | $372K | Buy |
+12,618
| New | +$372K | 0.14% | 55 |
|