Kestra Advisory Services’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 | $306K | Buy |
6,817
+280
| +4% | +$12.5K | ﹤0.01% | 2328 |
|
|
2025
Q1 | $321K | Buy |
6,537
+96
| +1% | +$4.71K | ﹤0.01% | 2126 |
|
|
2024
Q4 | $300K | Buy |
6,441
+483
| +8% | +$22.5K | ﹤0.01% | 2204 |
|
|
2024
Q3 | $281K | Sell |
5,958
-903
| -13% | -$42.6K | ﹤0.01% | 2130 |
|
|
2024
Q2 | $293K | Sell |
6,861
-73
| -1% | -$3.12K | ﹤0.01% | 2122 |
|
|
2024
Q1 | $298K | Buy |
6,934
+643
| +10% | +$27.6K | ﹤0.01% | 2003 |
|
|
2023
Q4 | $280K | Sell |
6,291
-5,507
| -47% | -$245K | ﹤0.01% | 1888 |
|
|
2023
Q3 | $479K | Buy |
11,798
+5,554
| +89% | +$226K | ﹤0.01% | 1396 |
|
|
2023
Q2 | $295K | Sell |
6,244
-15
| -0.2% | -$708 | ﹤0.01% | 1636 |
|
|
2023
Q1 | $333K | Sell |
6,259
-310
| -5% | -$16.5K | ﹤0.01% | 1502 |
|
|
2022
Q4 | $326K | Buy |
+6,569
| New | +$326K | ﹤0.01% | 1678 |
|
|
2022
Q3 | – | Sell |
-4,485
| Closed | -$200K | – | 2198 |
|
|
2022
Q2 | $200K | Buy |
+4,485
| New | +$200K | ﹤0.01% | 1898 |
|