John G. Ullman & Associates’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Sell |
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|
2025
Q1 | $6.07M | Sell |
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|
2024
Q4 | $5.81M | Sell |
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|
2024
Q3 | $6.05M | Sell |
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|
2024
Q2 | $5.55M | Sell |
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|
2024
Q1 | $5.64M | Sell |
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|
2023
Q4 | $5.93M | Sell |
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|
2023
Q3 | $5.46M | Sell |
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|
2023
Q2 | $6.4M | Sell |
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|
2023
Q1 | $7.29M | Sell |
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|
2022
Q4 | $6.89M | Sell |
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|
2022
Q3 | $7.55M | Sell |
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|
2022
Q2 | $8.86M | Sell |
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|
2022
Q1 | $9.33M | Sell |
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|
2021
Q4 | $9.93M | Sell |
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|
2021
Q3 | $8.54M | Sell |
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|
2021
Q2 | $9.79M | Sell |
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|
2021
Q1 | $10M | Sell |
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|
2020
Q4 | $9.14M | Buy |
|