Icon Advisers’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 | $941K | Hold |
21,000
| – | – | 0.21% | 139 |
|
|
2025
Q1 | $1.03M | Sell |
21,000
-84,000
| -80% | -$4.12M | 0.24% | 136 |
|
|
2024
Q4 | $4.9M | Sell |
105,000
-11,634
| -10% | -$543K | 1.1% | 23 |
|
|
2024
Q3 | $5.51M | Buy |
116,634
+42,715
| +58% | +$2.02M | 1.15% | 12 |
|
|
2024
Q2 | $3.14M | Sell |
73,919
-7,466
| -9% | -$317K | 0.71% | 56 |
|
|
2024
Q1 | $3.47M | Buy |
81,385
+57,985
| +248% | +$2.47M | 0.75% | 48 |
|
|
2023
Q4 | $1.04M | Sell |
23,400
-20,800
| -47% | -$927K | 0.24% | 139 |
|
|
2023
Q3 | $1.8M | Sell |
44,200
-12,100
| -21% | -$492K | 0.45% | 96 |
|
|
2023
Q2 | $2.66M | Hold |
56,300
| – | – | 0.68% | 55 |
|
|
2023
Q1 | $3M | Hold |
56,300
| – | – | 0.76% | 47 |
|
|
2022
Q4 | $2.79M | Buy |
56,300
+7,700
| +16% | +$382K | 0.71% | 46 |
|
|
2022
Q3 | $1.88M | Hold |
48,600
| – | – | 0.51% | 71 |
|
|
2022
Q2 | $2.16M | Hold |
48,600
| – | – | 0.5% | 78 |
|
|
2022
Q1 | $2.23M | Buy |
48,600
+17,000
| +54% | +$780K | 0.38% | 104 |
|
|
2021
Q4 | $1.3M | Hold |
31,600
| – | – | 0.21% | 141 |
|
|
2021
Q3 | $1.1M | Hold |
31,600
| – | – | 0.19% | 148 |
|
|
2021
Q2 | $1.25M | Hold |
31,600
| – | – | 0.2% | 140 |
|
|
2021
Q1 | $1.26M | Buy |
31,600
+8,900
| +39% | +$355K | 0.2% | 139 |
|
|
2020
Q4 | $807K | Buy |
+22,700
| New | +$807K | 0.15% | 150 |
|