JGUA
John G. Ullman & Associates’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Sell |
122,327
-1,333
| -1% | -$59.7K | 0.81% | 36 |
|
|
2025
Q1 | $6.07M | Sell |
123,660
-966
| -0.8% | -$47.4K | 0.94% | 33 |
|
|
2024
Q4 | $5.81M | Sell |
124,626
-3,502
| -3% | -$163K | 0.86% | 38 |
|
|
2024
Q3 | $6.05M | Sell |
128,128
-1,700
| -1% | -$80.2K | 0.87% | 37 |
|
|
2024
Q2 | $5.55M | Sell |
129,828
-1,585
| -1% | -$67.7K | 0.85% | 36 |
|
|
2024
Q1 | $5.64M | Sell |
131,413
-1,550
| -1% | -$66.5K | 0.87% | 38 |
|
|
2023
Q4 | $5.93M | Sell |
132,963
-1,300
| -1% | -$58K | 0.94% | 32 |
|
|
2023
Q3 | $5.46M | Sell |
134,263
-1,300
| -1% | -$52.8K | 0.89% | 34 |
|
|
2023
Q2 | $6.4M | Sell |
135,563
-1,500
| -1% | -$70.8K | 0.99% | 31 |
|
|
2023
Q1 | $7.29M | Sell |
137,063
-1,800
| -1% | -$95.8K | 1.13% | 27 |
|
|
2022
Q4 | $6.89M | Sell |
138,863
-56,177
| -29% | -$2.79M | 1.1% | 27 |
|
|
2022
Q3 | $7.55M | Sell |
195,040
-4,000
| -2% | -$155K | 1.32% | 23 |
|
|
2022
Q2 | $8.86M | Sell |
199,040
-4,450
| -2% | -$198K | 1.42% | 22 |
|
|
2022
Q1 | $9.33M | Sell |
203,490
-38,425
| -16% | -$1.76M | 1.29% | 28 |
|
|
2021
Q4 | $9.93M | Sell |
241,915
-3,550
| -1% | -$146K | 1.37% | 27 |
|
|
2021
Q3 | $8.55M | Sell |
245,465
-2,000
| -0.8% | -$69.6K | 1.16% | 34 |
|
|
2021
Q2 | $9.79M | Sell |
247,465
-3,900
| -2% | -$154K | 1.28% | 32 |
|
|
2021
Q1 | $10M | Sell |
251,365
-5,800
| -2% | -$231K | 1.34% | 29 |
|
|
2020
Q4 | $9.14M | Buy |
+257,165
| New | +$9.14M | 1.42% | 25 |
|