Johnson Financial Group Inc (Wisconsin)’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 | – | Sell |
-2,649
| Closed | -$130K | – | 838 |
|
|
2025
Q1 | $130K | Buy |
+2,649
| New | +$130K | 0.01% | 426 |
|
|
2024
Q4 | – | Sell |
-2,649
| Closed | -$125K | – | 945 |
|
|
2024
Q3 | $125K | Buy |
+2,649
| New | +$125K | 0.01% | 422 |
|
|
2024
Q2 | – | Hold |
0
| – | -$113 | – | 920 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 762 |
|
|
2017
Q2 | – | Sell |
-772
| Closed | -$31K | – | 619 |
|
|
2017
Q1 | $31K | Hold |
772
| – | – | ﹤0.01% | 457 |
|
|
2016
Q4 | $27K | Buy |
772
+352
| +84% | +$12.3K | ﹤0.01% | 473 |
|
|
2016
Q3 | $14K | Sell |
420
-277
| -40% | -$9.23K | ﹤0.01% | 556 |
|
|
2016
Q2 | $27K | Hold |
697
| – | – | ﹤0.01% | 529 |
|
|
2016
Q1 | $25K | Sell |
697
-225
| -24% | -$8.07K | 0.01% | 472 |
|
|
2015
Q4 | $30K | Sell |
922
-1,800
| -66% | -$58.6K | 0.01% | 460 |
|
|
2015
Q3 | $82K | Buy |
2,722
+50
| +2% | +$1.51K | 0.02% | 375 |
|
|
2015
Q2 | $74K | Hold |
2,672
| – | – | 0.02% | 433 |
|
|
2015
Q1 | $83K | Hold |
2,672
| – | – | 0.02% | 417 |
|
|
2014
Q4 | $82K | Sell |
2,672
-978
| -27% | -$30K | 0.02% | 402 |
|
|
2014
Q3 | $92K | Sell |
3,650
-2,250
| -38% | -$56.7K | 0.02% | 346 |
|
|
2014
Q2 | $169K | Buy |
5,900
+4,000
| +211% | +$115K | 0.04% | 259 |
|
|
2014
Q1 | $47K | Hold |
1,900
| – | – | 0.01% | 393 |
|
|
2013
Q4 | $44K | Sell |
1,900
-4,100
| -68% | -$94.9K | 0.01% | 395 |
|
|
2013
Q3 | $132K | Sell |
6,000
-1,700
| -22% | -$37.4K | 0.04% | 256 |
|
|
2013
Q2 | $160K | Buy |
+7,700
| New | +$160K | 0.04% | 248 |
|