Mackenzie 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
$289K Hold
6,455
﹤0.01% 1409
2025
Q1
$317K Buy
6,455
+166
+3% +$8.14K ﹤0.01% 1367
2024
Q4
$293K Sell
6,289
-11,358
-64% -$530K ﹤0.01% 1395
2024
Q3
$833K Buy
17,647
+11,662
+195% +$550K ﹤0.01% 905
2024
Q2
$256K Hold
5,985
﹤0.01% 1238
2024
Q1
$257K Hold
5,985
﹤0.01% 1243
2023
Q4
$267K Hold
5,985
﹤0.01% 1204
2023
Q3
$239K Hold
5,985
﹤0.01% 1216
2023
Q2
$284K Hold
5,985
﹤0.01% 1186
2023
Q1
$318K Hold
5,985
﹤0.01% 1162
2022
Q4
$297K Sell
5,985
-1,129
-16% -$56K ﹤0.01% 1094
2022
Q3
$275K Sell
7,114
-304
-4% -$11.8K ﹤0.01% 1123
2022
Q2
$330K Buy
7,418
+1,170
+19% +$52K ﹤0.01% 1057
2022
Q1
$287K Buy
6,248
+1,036
+20% +$47.6K ﹤0.01% 1141
2021
Q4
$214K Buy
+5,212
New +$214K ﹤0.01% 1309