IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16
| Closed | -$13K | – | 4634 |
|
|
2022
Q4 | $13K | Hold |
16
| – | – | ﹤0.01% | 3241 |
|
|
2022
Q3 | $13K | Hold |
16
| – | – | ﹤0.01% | 3492 |
|
|
2022
Q2 | $13K | Hold |
16
| – | – | ﹤0.01% | 3234 |
|
|
2022
Q1 | $13K | Sell |
16
-1
| -6% | -$813 | ﹤0.01% | 3234 |
|
|
2021
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 2830 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4901 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4714 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4564 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4341 |
|
|
2020
Q3 | – | Sell |
-25
| Closed | -$1K | – | 4173 |
|
|
2020
Q2 | $1K | Sell |
25
-4,530
| -99% | -$181K | ﹤0.01% | 2627 |
|
|
2020
Q1 | $118K | Buy |
4,555
+275
| +6% | +$7.12K | 0.01% | 764 |
|
|
2019
Q4 | $138K | Buy |
4,280
+760
| +22% | +$24.5K | 0.01% | 785 |
|
|
2019
Q3 | $114K | Buy |
+3,520
| New | +$114K | 0.01% | 1001 |
|
|
2019
Q1 | $117K | Buy |
3,655
+1,970
| +117% | +$63.1K | 0.02% | 639 |
|
|
2018
Q4 | $46K | Sell |
1,685
-451
| -21% | -$12.3K | ﹤0.01% | 1652 |
|
|
2018
Q3 | $75K | Sell |
2,136
-320
| -13% | -$11.2K | ﹤0.01% | 1659 |
|
|
2018
Q2 | $82K | Buy |
2,456
+1,334
| +119% | +$44.5K | ﹤0.01% | 1592 |
|
|
2018
Q1 | $35K | Hold |
1,122
| – | – | ﹤0.01% | 2026 |
|
|
2017
Q4 | $35K | Sell |
1,122
-214
| -16% | -$6.68K | ﹤0.01% | 2021 |
|
|
2017
Q3 | $46K | Hold |
1,336
| – | – | ﹤0.01% | 2027 |
|
|
2017
Q2 | $46K | Hold |
1,336
| – | – | ﹤0.01% | 2007 |
|
|
2017
Q1 | $48K | Hold |
1,336
| – | – | ﹤0.01% | 1941 |
|
|
2016
Q4 | $45K | Buy |
1,336
+460
| +53% | +$15.5K | ﹤0.01% | 1942 |
|
|
2016
Q3 | $26K | Buy |
876
+131
| +18% | +$3.89K | ﹤0.01% | 2237 |
|
|
2016
Q2 | $24K | Sell |
745
-2,910
| -80% | -$93.7K | ﹤0.01% | 2229 |
|
|
2016
Q1 | $117K | Buy |
3,655
+2,910
| +391% | +$93.2K | 0.02% | 639 |
|
|
2015
Q4 | $18K | Buy |
+745
| New | +$18K | ﹤0.01% | 2218 |
|