Lido Advisors’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 |
-27,225
| Closed | -$1.35M | – | 1500 |
|
|
2025
Q1 | $1.35M | Sell |
27,225
-582
| -2% | -$28.8K | 0.01% | 617 |
|
|
2024
Q4 | $1.31M | Buy |
27,807
+1,423
| +5% | +$67K | 0.01% | 604 |
|
|
2024
Q3 | $1.25M | Buy |
26,384
+7,816
| +42% | +$369K | 0.01% | 571 |
|
|
2024
Q2 | $801K | Buy |
+18,568
| New | +$801K | ﹤0.01% | 692 |
|
|
2023
Q2 | – | Sell |
-29,307
| Closed | -$1.56M | – | 1091 |
|
|
2023
Q1 | $1.56M | Sell |
29,307
-900
| -3% | -$47.9K | 0.02% | 361 |
|
|
2022
Q4 | $1.5M | Buy |
30,207
+7,425
| +33% | +$368K | 0.02% | 306 |
|
|
2022
Q3 | $881K | Buy |
22,782
+9,715
| +74% | +$376K | 0.01% | 365 |
|
|
2022
Q2 | $581K | Buy |
13,067
+4,256
| +48% | +$189K | 0.01% | 432 |
|
|
2022
Q1 | $404K | Buy |
+8,811
| New | +$404K | ﹤0.01% | 601 |
|