LPL Financial’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 | $3.83M | Buy |
85,544
+13,295
| +18% | +$596K | ﹤0.01% | 2517 |
|
|
2025
Q1 | $3.54M | Buy |
72,249
+19,338
| +37% | +$949K | ﹤0.01% | 2419 |
|
|
2024
Q4 | $2.47M | Sell |
52,911
-16,238
| -23% | -$758K | ﹤0.01% | 2665 |
|
|
2024
Q3 | $3.26M | Sell |
69,149
-2,228
| -3% | -$105K | ﹤0.01% | 2284 |
|
|
2024
Q2 | $3.05M | Sell |
71,377
-13,201
| -16% | -$564K | ﹤0.01% | 2229 |
|
|
2024
Q1 | $3.63M | Sell |
84,578
-33,085
| -28% | -$1.42M | ﹤0.01% | 2026 |
|
|
2023
Q4 | $5.25M | Buy |
117,663
+3,752
| +3% | +$167K | ﹤0.01% | 1652 |
|
|
2023
Q3 | $4.63M | Buy |
113,911
+4,912
| +5% | +$200K | ﹤0.01% | 1638 |
|
|
2023
Q2 | $5.14M | Buy |
108,999
+6,246
| +6% | +$295K | ﹤0.01% | 1538 |
|
|
2023
Q1 | $5.47M | Buy |
102,753
+830
| +0.8% | +$44.2K | ﹤0.01% | 1445 |
|
|
2022
Q4 | $5.06M | Sell |
101,923
-1,582
| -2% | -$78.5K | ﹤0.01% | 1440 |
|
|
2022
Q3 | $4.01M | Sell |
103,505
-1,411
| -1% | -$54.6K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $4.67M | Buy |
104,916
+2,818
| +3% | +$125K | ﹤0.01% | 1455 |
|
|
2022
Q1 | $4.68M | Buy |
102,098
+1,971
| +2% | +$90.4K | ﹤0.01% | 1483 |
|
|
2021
Q4 | $4.11M | Sell |
100,127
-2,970
| -3% | -$122K | ﹤0.01% | 1576 |
|
|
2021
Q3 | $3.59M | Buy |
103,097
+4,127
| +4% | +$144K | ﹤0.01% | 1615 |
|
|
2021
Q2 | $3.92M | Buy |
98,970
+1,387
| +1% | +$54.9K | ﹤0.01% | 1510 |
|
|
2021
Q1 | $3.89M | Buy |
97,583
+6,686
| +7% | +$267K | ﹤0.01% | 1392 |
|
|
2020
Q4 | $3.23M | Buy |
90,897
+70,503
| +346% | +$2.51M | ﹤0.01% | 1370 |
|
|
2020
Q3 | $551K | Sell |
20,394
-861
| -4% | -$23.3K | ﹤0.01% | 2368 |
|
|
2020
Q2 | $694K | Sell |
21,255
-1,911
| -8% | -$62.4K | ﹤0.01% | 2104 |
|
|
2020
Q1 | $787K | Sell |
23,166
-1,985
| -8% | -$67.4K | ﹤0.01% | 1778 |
|
|
2019
Q4 | $1.12M | Buy |
25,151
+3,241
| +15% | +$144K | ﹤0.01% | 1744 |
|
|
2019
Q3 | $991K | Buy |
21,910
+3,163
| +17% | +$143K | ﹤0.01% | 1749 |
|
|
2019
Q2 | $933K | Buy |
18,747
+2,601
| +16% | +$129K | ﹤0.01% | 1766 |
|
|
2019
Q1 | $804K | Buy |
16,146
+9,120
| +130% | +$454K | ﹤0.01% | 1803 |
|
|
2018
Q4 | $321K | Buy |
7,026
+862
| +14% | +$39.4K | ﹤0.01% | 2396 |
|
|
2018
Q3 | $284K | Sell |
6,164
-122
| -2% | -$5.62K | ﹤0.01% | 2732 |
|
|
2018
Q2 | $281K | Sell |
6,286
-6,425
| -51% | -$287K | ﹤0.01% | 2691 |
|
|
2018
Q1 | $510K | Buy |
12,711
+3,780
| +42% | +$152K | ﹤0.01% | 2116 |
|
|
2017
Q4 | $359K | Buy |
+8,931
| New | +$359K | ﹤0.01% | 2318 |
|
|
2015
Q1 | – | Sell |
-11,584
| Closed | -$354K | – | 2839 |
|
|
2014
Q4 | $354K | Buy |
11,584
+2,250
| +24% | +$68.8K | ﹤0.01% | 2023 |
|
|
2014
Q3 | $233K | Buy |
+9,334
| New | +$233K | ﹤0.01% | 2348 |
|