MAP
SJI
Moody Aldrich Partners’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-113,564
| Closed | -$2.97M | – | 177 |
|
|
2021
Q4 | $2.97M | Sell |
113,564
-20,952
| -16% | -$547K | 0.41% | 80 |
|
|
2021
Q3 | $2.86M | Buy |
134,516
+18,977
| +16% | +$403K | 0.36% | 86 |
|
|
2021
Q2 | $3M | Sell |
115,539
-1,471
| -1% | -$38.1K | 0.42% | 84 |
|
|
2021
Q1 | $2.64M | Sell |
117,010
-130,266
| -53% | -$2.94M | 0.38% | 85 |
|
|
2020
Q4 | $5.33M | Sell |
247,276
-111,323
| -31% | -$2.4M | 0.86% | 52 |
|
|
2020
Q3 | $6.91M | Buy |
358,599
+55,517
| +18% | +$1.07M | 1.45% | 14 |
|
|
2020
Q2 | $7.57M | Buy |
303,082
+106,653
| +54% | +$2.67M | 1.61% | 11 |
|
|
2020
Q1 | $4.91M | Buy |
196,429
+75,989
| +63% | +$1.9M | 1.48% | 20 |
|
|
2019
Q4 | $3.97M | Sell |
120,440
-47,647
| -28% | -$1.57M | 0.82% | 49 |
|
|
2019
Q3 | $5.53M | Buy |
168,087
+28,619
| +21% | +$942K | 1.47% | 21 |
|
|
2019
Q2 | $4.7M | Buy |
+139,468
| New | +$4.7M | 1.2% | 33 |
|
|
2017
Q1 | – | Sell |
-48,355
| Closed | -$1.63M | – | 98 |
|
|
2016
Q4 | $1.63M | Sell |
48,355
-1,285
| -3% | -$43.3K | 1.05% | 46 |
|
|
2016
Q3 | $1.47M | Sell |
49,640
-6,810
| -12% | -$201K | 1.02% | 44 |
|
|
2016
Q2 | $1.79M | Buy |
56,450
+37,640
| +200% | +$1.19M | 1.47% | 18 |
|
|
2016
Q1 | $535K | Buy |
+18,810
| New | +$535K | 1.13% | 43 |
|