Legacy Advisors’s New Jersey Resources NJR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,884	Closed	-$885K	–	277
2025 Q1	$885K	Hold	17,884	–	–	0.09%	179
2024 Q4	$842K	Hold	17,884	–	–	0.08%	185
2024 Q3	$852K	Hold	17,884	–	–	0.09%	175
2024 Q2	$772K	Hold	17,884	–	–	0.09%	158
2024 Q1	$775K	Hold	17,884	–	–	0.1%	166
2023 Q4	$805K	Hold	17,884	–	–	0.1%	151
2023 Q3	$734K	Hold	17,884	–	–	0.12%	145
2023 Q2	$851K	Sell	17,884 -1,415	-7%	-$67.3K	0.13%	132
2023 Q1	$1.03M	Hold	19,299	–	–	0.19%	95
2022 Q4	$965K	Sell	19,299 -350	-2%	-$17.5K	0.18%	91
2022 Q3	$768K	Buy	19,649 +350	+2%	+$13.7K	0.17%	90
2022 Q2	$866K	Hold	19,299	–	–	0.18%	81
2022 Q1	$892K	Hold	19,299	–	–	0.17%	85
2021 Q4	$799K	Hold	19,299	–	–	0.29%	46
2021 Q3	$679K	Buy	19,299 +11	+0.1%	+$387	0.27%	55
2021 Q2	$763K	Hold	19,288	–	–	0.31%	50
2021 Q1	$769K	Hold	19,288	–	–	0.34%	46
2020 Q4	$686K	Hold	19,288	–	–	0.39%	47
2020 Q3	$528K	Hold	19,288	–	–	0.35%	54
2020 Q2	$636K	Sell	19,288 -5,908	-23%	-$195K	0.5%	45
2020 Q1	$864K	Hold	25,196	–	–	0.86%	28
2019 Q4	$1.13M	Hold	25,196	–	–	0.72%	32
2019 Q3	$1.15M	Hold	25,196	–	–	0.86%	31
2019 Q2	$1.26M	Sell	25,196 -798	-3%	-$39.9K	0.85%	29
2019 Q1	$1.3M	Buy	25,994 +12,997	+100%	+$651K	0.42%	54
2018 Q4	$597K	Hold	12,997	–	–	0.45%	52
2018 Q3	$603K	Buy	12,997 +1,182	+10%	+$54.8K	0.3%	86
2018 Q2	$532K	Buy	+11,815	New	+$532K	0.4%	49