Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,704
| Closed | -$44K | – | 3051 |
|
|
2021
Q4 | $44K | Hold |
1,704
| – | – | ﹤0.01% | 1540 |
|
|
2021
Q3 | $36K | Hold |
1,704
| – | – | ﹤0.01% | 1656 |
|
|
2021
Q2 | $44K | Hold |
1,704
| – | – | ﹤0.01% | 1547 |
|
|
2021
Q1 | $42K | Hold |
1,704
| – | – | ﹤0.01% | 1727 |
|
|
2020
Q4 | $37K | Hold |
1,704
| – | – | ﹤0.01% | 1609 |
|
|
2020
Q3 | $32K | Hold |
1,704
| – | – | ﹤0.01% | 1444 |
|
|
2020
Q2 | $40K | Hold |
1,704
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q1 | $42K | Buy |
1,704
+100
| +6% | +$2.47K | ﹤0.01% | 1200 |
|
|
2019
Q4 | $51K | Hold |
1,604
| – | – | ﹤0.01% | 1251 |
|
|
2019
Q3 | $52K | Hold |
1,604
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q2 | $54K | Hold |
1,604
| – | – | ﹤0.01% | 1150 |
|
|
2019
Q1 | $51K | Hold |
1,604
| – | – | ﹤0.01% | 1135 |
|
|
2018
Q4 | $44K | Hold |
1,604
| – | – | ﹤0.01% | 1164 |
|
|
2018
Q3 | $56K | Hold |
1,604
| – | – | ﹤0.01% | 1127 |
|
|
2018
Q2 | $53K | Hold |
1,604
| – | – | ﹤0.01% | 1015 |
|
|
2018
Q1 | $45K | Hold |
1,604
| – | – | ﹤0.01% | 1043 |
|
|
2017
Q4 | $50K | Hold |
1,604
| – | – | ﹤0.01% | 999 |
|
|
2017
Q3 | $55K | Hold |
1,604
| – | – | 0.01% | 904 |
|
|
2017
Q2 | $54K | Sell |
1,604
-414
| -21% | -$13.9K | 0.01% | 895 |
|
|
2017
Q1 | $71K | Hold |
2,018
| – | – | 0.01% | 769 |
|
|
2016
Q4 | $67K | Buy |
2,018
+7
| +0.3% | +$232 | 0.01% | 731 |
|
|
2016
Q3 | $59K | Buy |
2,011
+3
| +0.1% | +$88 | 0.01% | 753 |
|
|
2016
Q2 | $63K | Hold |
2,008
| – | – | 0.01% | 730 |
|
|
2016
Q1 | $57K | Buy |
+2,008
| New | +$57K | 0.01% | 761 |
|