Horizon Investment Services’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 | $259K | Sell |
5,784
-293
| -5% | -$13.1K | 0.11% | 100 |
|
2025
Q1 | $298K | Buy |
+6,077
| New | +$298K | 0.14% | 91 |
|
2023
Q3 | – | Sell |
-6,952
| Closed | -$328K | – | 111 |
|
2023
Q2 | $328K | Sell |
6,952
-176
| -2% | -$8.31K | 0.2% | 84 |
|
2023
Q1 | $379K | Buy |
+7,128
| New | +$379K | 0.24% | 79 |
|
2020
Q3 | – | Sell |
-9,785
| Closed | -$319K | – | 108 |
|
2020
Q2 | $319K | Buy |
+9,785
| New | +$319K | 0.22% | 79 |
|
2015
Q3 | – | Sell |
-17,390
| Closed | -$479K | – | 118 |
|
2015
Q2 | $479K | Buy |
17,390
+4,337
| +33% | +$119K | 0.19% | 66 |
|
2015
Q1 | $405K | Buy |
+13,053
| New | +$405K | 0.17% | 90 |
|
2014
Q1 | – | Sell |
-14,006
| Closed | -$324K | – | 134 |
|
2013
Q4 | $324K | Buy |
14,006
+1,842
| +15% | +$42.6K | 0.2% | 72 |
|
2013
Q3 | $268K | Buy |
+12,164
| New | +$268K | 0.18% | 77 |
|