IFP Advisors’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 | $67.4K | Buy |
1,504
+282
| +23% | +$12.6K | ﹤0.01% | 1879 |
|
|
2025
Q1 | $60K | Hold |
1,222
| – | – | ﹤0.01% | 1807 |
|
|
2024
Q4 | $57K | Buy |
1,222
+23
| +2% | +$1.07K | ﹤0.01% | 1769 |
|
|
2024
Q3 | $56.6K | Sell |
1,199
-36
| -3% | -$1.7K | ﹤0.01% | 1682 |
|
|
2024
Q2 | $52.8K | Sell |
1,235
-645
| -34% | -$27.6K | ﹤0.01% | 1653 |
|
|
2024
Q1 | $80.7K | Sell |
1,880
-178
| -9% | -$7.64K | ﹤0.01% | 1378 |
|
|
2023
Q4 | $91.8K | Sell |
2,058
-41
| -2% | -$1.83K | ﹤0.01% | 1288 |
|
|
2023
Q3 | $85.3K | Buy |
2,099
+458
| +28% | +$18.6K | ﹤0.01% | 1335 |
|
|
2023
Q2 | $77.5K | Buy |
1,641
+1,191
| +265% | +$56.2K | ﹤0.01% | 1429 |
|
|
2023
Q1 | $19.8K | Hold |
450
| – | – | ﹤0.01% | 2030 |
|
|
2022
Q4 | $20K | Hold |
450
| – | – | ﹤0.01% | 2880 |
|
|
2022
Q3 | $20K | Hold |
450
| – | – | ﹤0.01% | 3086 |
|
|
2022
Q2 | $20K | Hold |
450
| – | – | ﹤0.01% | 2843 |
|
|
2022
Q1 | $20K | Sell |
450
-25
| -5% | -$1.11K | ﹤0.01% | 2843 |
|
|
2021
Q4 | $19K | Buy |
475
+25
| +6% | +$1K | ﹤0.01% | 1937 |
|
|
2021
Q3 | $16K | Hold |
450
| – | – | ﹤0.01% | 2033 |
|
|
2021
Q2 | $18K | Hold |
450
| – | – | ﹤0.01% | 1977 |
|
|
2021
Q1 | $18K | Hold |
450
| – | – | ﹤0.01% | 1882 |
|
|
2020
Q4 | $16K | Hold |
450
| – | – | ﹤0.01% | 1870 |
|
|
2020
Q3 | $12K | Sell |
450
-28
| -6% | -$747 | ﹤0.01% | 1838 |
|
|
2020
Q2 | $16K | Buy |
+478
| New | +$16K | ﹤0.01% | 1638 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3315 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3340 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3436 |
|
|
2019
Q1 | $3K | Sell |
66
-12,388
| -99% | -$563K | ﹤0.01% | 2016 |
|
|
2018
Q4 | $565K | Sell |
12,454
-11
| -0.1% | -$499 | 0.03% | 508 |
|
|
2018
Q3 | $575K | Buy |
12,465
+12,197
| +4,551% | +$563K | 0.02% | 621 |
|
|
2018
Q2 | $12K | Buy |
268
+188
| +235% | +$8.42K | ﹤0.01% | 2746 |
|
|
2018
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 3392 |
|
|
2017
Q4 | $3K | Sell |
80
-37,507
| -100% | -$1.41M | ﹤0.01% | 3391 |
|
|
2017
Q3 | $1.58M | Buy |
37,587
+235
| +0.6% | +$9.9K | 0.06% | 318 |
|
|
2017
Q2 | $1.48M | Buy |
37,352
+236
| +0.6% | +$9.37K | 0.06% | 327 |
|
|
2017
Q1 | $1.47M | Buy |
37,116
+159
| +0.4% | +$6.3K | 0.06% | 323 |
|
|
2016
Q4 | $1.31M | Buy |
36,957
+446
| +1% | +$15.8K | 0.06% | 328 |
|
|
2016
Q3 | $1.2M | Buy |
36,511
+674
| +2% | +$22.2K | 0.06% | 319 |
|
|
2016
Q2 | $1.38M | Buy |
35,837
+35,771
| +54,198% | +$1.38M | 0.08% | 283 |
|
|
2016
Q1 | $3K | Sell |
66
-35,262
| -100% | -$1.6M | ﹤0.01% | 2016 |
|
|
2015
Q4 | $1.16M | Buy |
+35,328
| New | +$1.16M | 0.08% | 273 |
|