Lindbrook Capital’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
Q1 | – | Sell |
-172
| Closed | -$8.02K | – | 2896 |
|
|
2024
Q4 | $8.02K | Hold |
172
| – | – | ﹤0.01% | 1768 |
|
|
2024
Q3 | $8.12K | Buy |
172
+13
| +8% | +$614 | ﹤0.01% | 1791 |
|
|
2024
Q2 | $6.8K | Sell |
159
-263
| -62% | -$11.2K | ﹤0.01% | 1848 |
|
|
2024
Q1 | $18.1K | Buy |
422
+139
| +49% | +$5.96K | ﹤0.01% | 1261 |
|
|
2023
Q4 | $12.6K | Buy |
283
+115
| +68% | +$5.13K | ﹤0.01% | 1415 |
|
|
2023
Q3 | $6.83K | Sell |
168
-107
| -39% | -$4.35K | ﹤0.01% | 1611 |
|
|
2023
Q2 | $13K | Hold |
275
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q1 | $14.6K | Sell |
275
-6
| -2% | -$319 | ﹤0.01% | 1220 |
|
|
2022
Q4 | $13.9K | Buy |
281
+124
| +79% | +$6.15K | ﹤0.01% | 1261 |
|
|
2022
Q3 | $6K | Sell |
157
-145
| -48% | -$5.54K | ﹤0.01% | 1576 |
|
|
2022
Q2 | $13K | Sell |
302
-6
| -2% | -$258 | ﹤0.01% | 1147 |
|
|
2022
Q1 | $14K | Buy |
308
+160
| +108% | +$7.27K | ﹤0.01% | 1158 |
|
|
2021
Q4 | $6K | Hold |
148
| – | – | ﹤0.01% | 1452 |
|
|
2021
Q3 | $5K | Sell |
148
-16
| -10% | -$541 | ﹤0.01% | 1249 |
|
|
2021
Q2 | $6K | Hold |
164
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q1 | $7K | Buy |
164
+16
| +11% | +$683 | ﹤0.01% | 1158 |
|
|
2020
Q4 | $5K | Sell |
148
-83
| -36% | -$2.8K | ﹤0.01% | 1198 |
|
|
2020
Q3 | $6K | Sell |
231
-759
| -77% | -$19.7K | ﹤0.01% | 1043 |
|
|
2020
Q2 | $32K | Buy |
990
+175
| +21% | +$5.66K | 0.01% | 472 |
|
|
2020
Q1 | $28K | Buy |
815
+349
| +75% | +$12K | 0.01% | 453 |
|
|
2019
Q4 | $21K | Buy |
466
+50
| +12% | +$2.25K | 0.01% | 726 |
|
|
2019
Q3 | $19K | Hold |
416
| – | – | 0.01% | 735 |
|
|
2019
Q2 | $20K | Hold |
416
| – | – | 0.01% | 702 |
|
|
2019
Q1 | $20K | Buy |
416
+20
| +5% | +$962 | 0.01% | 693 |
|
|
2018
Q4 | $18K | Buy |
+396
| New | +$18K | 0.01% | 650 |
|