Kesler Norman & Wride’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
$346K Buy
7,725
+141
+2% +$6.32K 0.06% 196
2025
Q1
$372K Sell
7,584
-2,243
-23% -$110K 0.07% 186
2024
Q4
$458K Sell
9,827
-2,633
-21% -$123K 0.1% 174
2024
Q3
$588K Sell
12,460
-11,498
-48% -$543K 0.12% 149
2024
Q2
$1.02M Sell
23,958
-9,585
-29% -$410K 0.22% 102
2024
Q1
$1.44M Sell
33,543
-584
-2% -$25.1K 0.31% 93
2023
Q4
$1.52M Buy
34,127
+571
+2% +$25.5K 0.35% 84
2023
Q3
$1.36M Sell
33,556
-1,525
-4% -$62K 0.34% 87
2023
Q2
$1.66M Buy
35,081
+486
+1% +$22.9K 0.4% 80
2023
Q1
$1.84M Buy
34,595
+1,376
+4% +$73.2K 0.46% 67
2022
Q4
$1.65M Buy
33,219
+10,670
+47% +$529K 0.42% 76
2022
Q3
$873K Buy
22,549
+83
+0.4% +$3.21K 0.24% 103
2022
Q2
$1M Buy
22,466
+172
+0.8% +$7.66K 0.28% 91
2022
Q1
$1.02M Sell
22,294
-6
-0% -$275 0.23% 95
2021
Q4
$916K Sell
22,300
-9
-0% -$370 0.19% 112
2021
Q3
$777K Buy
22,309
+424
+2% +$14.8K 0.18% 121
2021
Q2
$843K Sell
21,885
-135
-0.6% -$5.2K 0.19% 119
2021
Q1
$878K Buy
22,020
+391
+2% +$15.6K 0.22% 116
2020
Q4
$769K Buy
+21,629
New +$769K 0.21% 111