Hennion & Walsh Asset Management’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 | $1.46M | Buy |
32,586
+4,631
| +17% | +$208K | 0.06% | 391 |
|
|
2025
Q1 | $1.37M | Sell |
27,955
-11,559
| -29% | -$567K | 0.06% | 385 |
|
|
2024
Q4 | $1.84M | Buy |
39,514
+6,250
| +19% | +$292K | 0.08% | 307 |
|
|
2024
Q3 | $1.57M | Buy |
33,264
+7,105
| +27% | +$335K | 0.07% | 345 |
|
|
2024
Q2 | $1.12M | Buy |
26,159
+5,894
| +29% | +$252K | 0.06% | 400 |
|
|
2024
Q1 | $870K | Sell |
20,265
-86
| -0.4% | -$3.69K | 0.05% | 455 |
|
|
2023
Q4 | $907K | Sell |
20,351
-154
| -0.8% | -$6.87K | 0.05% | 425 |
|
|
2023
Q3 | $833K | Buy |
20,505
+2,085
| +11% | +$84.7K | 0.05% | 403 |
|
|
2023
Q2 | $869K | Buy |
18,420
+12,145
| +194% | +$573K | 0.05% | 398 |
|
|
2023
Q1 | $334K | Buy |
+6,275
| New | +$334K | 0.02% | 610 |
|