IFP Advisors’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16
| Closed | -$13K | – | 4630 |
|
|
2022
Q4 | $13K | Hold |
16
| – | – | ﹤0.01% | 3241 |
|
|
2022
Q3 | $13K | Hold |
16
| – | – | ﹤0.01% | 3491 |
|
|
2022
Q2 | $13K | Hold |
16
| – | – | ﹤0.01% | 3233 |
|
|
2022
Q1 | $13K | Sell |
16
-1
| -6% | -$29 | ﹤0.01% | 3233 |
|
|
2021
Q4 | $2K | Buy |
+17
| New | +$404 | ﹤0.01% | 2879 |
|
|
2020
Q3 | – | Sell |
-25
| Closed | -$560 | – | 3053 |
|
|
2020
Q2 | $1K | Sell |
25
-4,530
| -99% | -$119K | ﹤0.01% | 2657 |
|
|
2020
Q1 | $118K | Buy |
4,555
+275
| +6% | +$8.12K | 0.01% | 766 |
|
|
2019
Q4 | $138K | Buy |
4,280
+760
| +22% | +$24K | 0.01% | 785 |
|
|
2019
Q3 | $114K | Buy |
+3,520
| New | +$115K | 0.01% | 1001 |
|
|
2019
Q1 | $117K | Buy |
3,655
+1,970
| +117% | +$59.6K | 0.02% | 639 |
|
|
2018
Q4 | $46K | Sell |
1,685
-451
| -21% | -$14.3K | ﹤0.01% | 1664 |
|
|
2018
Q3 | $75K | Sell |
2,136
-320
| -13% | -$10.9K | ﹤0.01% | 1667 |
|
|
2018
Q2 | $82K | Buy |
2,456
+1,334
| +119% | +$41.9K | ﹤0.01% | 1608 |
|
|
2018
Q1 | $35K | Hold |
1,122
| – | – | ﹤0.01% | 2026 |
|
|
2017
Q4 | $35K | Sell |
1,122
-214
| -16% | -$7.07K | ﹤0.01% | 2050 |
|
|
2017
Q3 | $46K | Hold |
1,336
| – | – | ﹤0.01% | 2043 |
|
|
2017
Q2 | $46K | Hold |
1,336
| – | – | ﹤0.01% | 2022 |
|
|
2017
Q1 | $48K | Hold |
1,336
| – | – | ﹤0.01% | 1955 |
|
|
2016
Q4 | $45K | Buy |
1,336
+460
| +53% | +$14.4K | ﹤0.01% | 1954 |
|
|
2016
Q3 | $26K | Buy |
876
+131
| +18% | +$4.01K | ﹤0.01% | 2251 |
|
|
2016
Q2 | $24K | Sell |
745
-2,910
| -80% | -$83.5K | ﹤0.01% | 2240 |
|
|
2016
Q1 | $117K | Buy |
3,655
+2,910
| +391% | +$74.6K | 0.02% | 639 |
|
|
2015
Q4 | $18K | Buy |
+745
| New | +$18.2K | ﹤0.01% | 2232 |
|
Other funds holding SJI
IFP Advisors's SJI Position: Q1 2023 in Review
IFP Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 16 shares — an estimated $13K sold.
IFP Advisors first reported a position in SJI in Q4 2015 and held it in 23 quarters. The position peaked at $138K in Q4 2019. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- IFP Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- IFP Advisors sold 16 South Jersey Industries, Inc. shares in Q1 2023, an estimated $13K.
- IFP Advisors first reported a position in South Jersey Industries, Inc. in Q4 2015 and held it in 23 quarters.
- IFP Advisors's South Jersey Industries, Inc. position peaked at $138K in Q4 2019.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.