LPL Financial’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65,996
| Closed | -$2.34M | – | 4665 |
|
|
2022
Q4 | $2.34M | Sell |
65,996
-3,963
| -6% | -$137K | ﹤0.01% | 1952 |
|
|
2022
Q3 | $2.34M | Sell |
69,959
-1,748
| -2% | -$59.6K | ﹤0.01% | 1860 |
|
|
2022
Q2 | $2.45M | Sell |
71,707
-1,921
| -3% | -$65.8K | ﹤0.01% | 1880 |
|
|
2022
Q1 | $2.54M | Buy |
73,628
+54,727
| +290% | +$1.58M | ﹤0.01% | 1864 |
|
|
2021
Q4 | $494K | Sell |
18,901
-804
| -4% | -$19.1K | ﹤0.01% | 3291 |
|
|
2021
Q3 | $419K | Buy |
19,705
+3,863
| +24% | +$95.2K | ﹤0.01% | 3381 |
|
|
2021
Q2 | $411K | Sell |
15,842
-1,066
| -6% | -$27.5K | ﹤0.01% | 3325 |
|
|
2021
Q1 | $382K | Buy |
16,908
+2,532
| +18% | +$59.9K | ﹤0.01% | 3270 |
|
|
2020
Q4 | $310K | Buy |
14,376
+365
| +3% | +$7.88K | ﹤0.01% | 3174 |
|
|
2020
Q3 | $270K | Buy |
+14,011
| New | +$314K | ﹤0.01% | 2982 |
|
|
2020
Q1 | – | Sell |
-8,778
| Closed | -$289K | – | 3464 |
|
|
2019
Q4 | $289K | Sell |
8,778
-533
| -6% | -$16.8K | ﹤0.01% | 2803 |
|
|
2019
Q3 | $306K | Buy |
9,311
+1,835
| +25% | +$59.9K | ﹤0.01% | 2660 |
|
|
2019
Q2 | $252K | Buy |
7,476
+603
| +9% | +$19.5K | ﹤0.01% | 2845 |
|
|
2019
Q1 | $220K | Buy |
+6,873
| New | +$208K | ﹤0.01% | 2873 |
|
|
2018
Q4 | – | Sell |
-6,431
| Closed | -$227K | – | 3286 |
|
|
2018
Q3 | $227K | Buy |
6,431
+376
| +6% | +$12.8K | ﹤0.01% | 2896 |
|
|
2018
Q2 | $203K | Sell |
6,055
-1,391
| -19% | -$43.6K | ﹤0.01% | 2975 |
|
|
2018
Q1 | $210K | Sell |
7,446
-243
| -3% | -$6.83K | ﹤0.01% | 2925 |
|
|
2017
Q4 | $240K | Buy |
7,689
+1,063
| +16% | +$35.1K | ﹤0.01% | 2675 |
|
|
2017
Q3 | $229K | Sell |
6,626
-1,385
| -17% | -$48.1K | ﹤0.01% | 2565 |
|
|
2017
Q2 | $274K | Buy |
+8,011
| New | +$291K | ﹤0.01% | 2364 |
|
|
2016
Q1 | – | Sell |
-13,320
| Closed | -$316K | – | 3225 |
|
|
2015
Q4 | $316K | Sell |
13,320
-3,507
| -21% | -$85.9K | ﹤0.01% | 2494 |
|
|
2015
Q3 | $435K | Sell |
16,827
-1,503
| -8% | -$36.7K | ﹤0.01% | 1906 |
|
|
2015
Q2 | $458K | Sell |
18,330
-1,946
| -10% | -$50.9K | ﹤0.01% | 1964 |
|
|
2015
Q1 | $550K | Buy |
20,276
+3,602
| +22% | +$103K | ﹤0.01% | 1785 |
|
|
2014
Q4 | $491K | Buy |
+16,674
| New | +$477K | ﹤0.01% | 1788 |
|
Other funds holding SJI
LPL Financial's SJI Position: Q1 2023 in Review
LPL Financial sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 65,996 shares — an estimated $2.34M sold.
LPL Financial first reported a position in SJI in Q4 2014 and held it in 25 quarters. The position peaked at $2.54M in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- LPL Financial reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- LPL Financial sold 65,996 South Jersey Industries, Inc. shares in Q1 2023, an estimated $2.34M.
- LPL Financial first reported a position in South Jersey Industries, Inc. in Q4 2014 and held it in 25 quarters.
- LPL Financial's South Jersey Industries, Inc. position peaked at $2.54M in Q1 2022.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.