LPL Financial’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65,996
| Closed | -$2.34M | – | 4629 |
|
|
2022
Q4 | $2.34M | Sell |
65,996
-3,963
| -6% | -$141K | ﹤0.01% | 1950 |
|
|
2022
Q3 | $2.34M | Sell |
69,959
-1,748
| -2% | -$58.4K | ﹤0.01% | 1857 |
|
|
2022
Q2 | $2.45M | Sell |
71,707
-1,921
| -3% | -$65.6K | ﹤0.01% | 1876 |
|
|
2022
Q1 | $2.54M | Buy |
73,628
+54,727
| +290% | +$1.89M | ﹤0.01% | 1859 |
|
|
2021
Q4 | $494K | Sell |
18,901
-804
| -4% | -$21K | ﹤0.01% | 3281 |
|
|
2021
Q3 | $419K | Buy |
19,705
+3,863
| +24% | +$82.1K | ﹤0.01% | 3365 |
|
|
2021
Q2 | $411K | Sell |
15,842
-1,066
| -6% | -$27.7K | ﹤0.01% | 3314 |
|
|
2021
Q1 | $382K | Buy |
16,908
+2,532
| +18% | +$57.2K | ﹤0.01% | 3258 |
|
|
2020
Q4 | $310K | Buy |
14,376
+365
| +3% | +$7.87K | ﹤0.01% | 3162 |
|
|
2020
Q3 | $270K | Buy |
+14,011
| New | +$270K | ﹤0.01% | 2964 |
|
|
2020
Q1 | – | Sell |
-8,778
| Closed | -$289K | – | 3440 |
|
|
2019
Q4 | $289K | Sell |
8,778
-533
| -6% | -$17.5K | ﹤0.01% | 2789 |
|
|
2019
Q3 | $306K | Buy |
9,311
+1,835
| +25% | +$60.3K | ﹤0.01% | 2654 |
|
|
2019
Q2 | $252K | Buy |
7,476
+603
| +9% | +$20.3K | ﹤0.01% | 2834 |
|
|
2019
Q1 | $220K | Buy |
+6,873
| New | +$220K | ﹤0.01% | 2857 |
|
|
2018
Q4 | – | Sell |
-6,431
| Closed | -$227K | – | 3263 |
|
|
2018
Q3 | $227K | Buy |
6,431
+376
| +6% | +$13.3K | ﹤0.01% | 2884 |
|
|
2018
Q2 | $203K | Sell |
6,055
-1,391
| -19% | -$46.6K | ﹤0.01% | 2955 |
|
|
2018
Q1 | $210K | Sell |
7,446
-243
| -3% | -$6.85K | ﹤0.01% | 2907 |
|
|
2017
Q4 | $240K | Buy |
7,689
+1,063
| +16% | +$33.2K | ﹤0.01% | 2654 |
|
|
2017
Q3 | $229K | Sell |
6,626
-1,385
| -17% | -$47.9K | ﹤0.01% | 2553 |
|
|
2017
Q2 | $274K | Buy |
+8,011
| New | +$274K | ﹤0.01% | 2358 |
|
|
2016
Q1 | – | Sell |
-13,320
| Closed | -$316K | – | 3225 |
|
|
2015
Q4 | $316K | Sell |
13,320
-3,507
| -21% | -$83.2K | ﹤0.01% | 2494 |
|
|
2015
Q3 | $435K | Sell |
16,827
-1,503
| -8% | -$38.9K | ﹤0.01% | 1906 |
|
|
2015
Q2 | $458K | Sell |
18,330
-1,946
| -10% | -$48.6K | ﹤0.01% | 1964 |
|
|
2015
Q1 | $550K | Buy |
20,276
+3,602
| +22% | +$97.7K | ﹤0.01% | 1785 |
|
|
2014
Q4 | $491K | Buy |
+16,674
| New | +$491K | ﹤0.01% | 1788 |
|