Jacobi Capital Management’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 | $1.29M | Buy |
28,839
+334
| +1% | +$15K | 0.09% | 238 |
|
|
2025
Q1 | $1.4M | Buy |
28,505
+275
| +1% | +$13.5K | 0.1% | 201 |
|
|
2024
Q4 | $1.32M | Sell |
28,230
-212
| -0.7% | -$9.89K | 0.1% | 201 |
|
|
2024
Q3 | $1.34M | Buy |
28,442
+37
| +0.1% | +$1.75K | 0.1% | 195 |
|
|
2024
Q2 | $1.21M | Buy |
28,405
+188
| +0.7% | +$8.04K | 0.11% | 187 |
|
|
2024
Q1 | $1.21M | Buy |
28,217
+574
| +2% | +$24.6K | 0.11% | 173 |
|
|
2023
Q4 | $1.23M | Sell |
27,643
-294
| -1% | -$13.1K | 0.13% | 155 |
|
|
2023
Q3 | $1.14M | Buy |
27,937
+371
| +1% | +$15.1K | 0.13% | 159 |
|
|
2023
Q2 | $1.3M | Buy |
27,566
+75
| +0.3% | +$3.54K | 0.15% | 138 |
|
|
2023
Q1 | $1.46M | Buy |
27,491
+29
| +0.1% | +$1.54K | 0.17% | 125 |
|
|
2022
Q4 | $1.36M | Buy |
27,462
+63
| +0.2% | +$3.13K | 0.17% | 121 |
|
|
2022
Q3 | $1.06M | Sell |
27,399
-41
| -0.1% | -$1.59K | 0.15% | 143 |
|
|
2022
Q2 | $1.22M | Sell |
27,440
-88
| -0.3% | -$3.92K | 0.16% | 133 |
|
|
2022
Q1 | $1.26M | Buy |
27,528
+265
| +1% | +$12.1K | 0.15% | 133 |
|
|
2021
Q4 | $1.12M | Buy |
27,263
+389
| +1% | +$16K | 0.13% | 148 |
|
|
2021
Q3 | $935K | Buy |
26,874
+19
| +0.1% | +$661 | 0.12% | 151 |
|
|
2021
Q2 | $1.06M | Sell |
26,855
-8
| -0% | -$316 | 0.14% | 130 |
|
|
2021
Q1 | $1.07M | Sell |
26,863
-828
| -3% | -$33K | 0.16% | 116 |
|
|
2020
Q4 | $978K | Sell |
27,691
-87
| -0.3% | -$3.07K | 0.15% | 121 |
|
|
2020
Q3 | $805K | Buy |
27,778
+5,481
| +25% | +$159K | 0.14% | 128 |
|
|
2020
Q2 | $717K | Buy |
22,297
+2,562
| +13% | +$82.4K | 0.13% | 130 |
|
|
2020
Q1 | $654K | Buy |
19,735
+2,134
| +12% | +$70.7K | 0.14% | 122 |
|
|
2019
Q4 | $760K | Buy |
17,601
+1,743
| +11% | +$75.3K | 0.14% | 141 |
|
|
2019
Q3 | $700K | Buy |
15,858
+737
| +5% | +$32.5K | 0.14% | 139 |
|
|
2019
Q2 | $751K | Buy |
15,121
+15,070
| +29,549% | +$748K | 0.15% | 127 |
|
|
2019
Q1 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 851 |
|