JFS Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

JFS Wealth Advisors’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-77	Closed	-$2.74K	–	2007
2022 Q4	$2.74K	Buy	77 +3	+4%	+$104	﹤0.01%	1247
2022 Q3	$2K	Sell	74 -14	-16%	-$477	﹤0.01%	1448
2022 Q2	$3K	Buy	88 +30	+52%	+$1.03K	﹤0.01%	1264
2022 Q1	$2K	Buy	58 +36	+164%	+$1.04K	﹤0.01%	1547
2021 Q4	$1K	Buy	+22	New	+$523	﹤0.01%	1664

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JFS Wealth Advisors's SJI Position: Q1 2023 in Review

JFS Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 77 shares — an estimated $2.74K sold.

JFS Wealth Advisors first reported a position in SJI in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

JFS Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 77 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.74K.
JFS Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q4 2021 and held it in 5 quarters.
JFS Wealth Advisors's South Jersey Industries, Inc. position peaked at $3K in Q2 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.