Money Concepts Capital’s South Jersey Industries, Inc. SJI Stock Holding History

Money Concepts Capital’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-800	Closed	-$28.4K	–	3216
2022 Q4	$28.4K	Buy	+800	New	+$27.6K	﹤0.01%	1500
2022 Q2	–	Sell	-800	Closed	-$28K	–	2794
2022 Q1	$28K	Buy	+800	New	+$23.1K	﹤0.01%	1471

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Money Concepts Capital's SJI Position: Q1 2023 in Review

Money Concepts Capital sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 800 shares — an estimated $28.4K sold.

Money Concepts Capital first reported a position in SJI in Q1 2022 and held it in 2 quarters. The position peaked at $28.4K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Money Concepts Capital reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 800 South Jersey Industries, Inc. shares in Q1 2023, an estimated $28.4K.
Money Concepts Capital first reported a position in South Jersey Industries, Inc. in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's South Jersey Industries, Inc. position peaked at $28.4K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.