Neo Ivy Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $38K | Buy |
+1,074
| New | +$38K | 0.03% | 287 |
|
2022
Q3 | – | Sell |
-6,344
| Closed | -$216K | – | 602 |
|
2022
Q2 | $216K | Sell |
6,344
-9,908
| -61% | -$337K | 0.58% | 52 |
|
2022
Q1 | $562K | Buy |
16,252
+13,186
| +430% | +$456K | 0.51% | 45 |
|
2021
Q4 | $80K | Sell |
3,066
-4,764
| -61% | -$124K | 0.11% | 244 |
|
2021
Q3 | $196K | Sell |
7,830
-184
| -2% | -$4.61K | 0.22% | 157 |
|
2021
Q2 | $208K | Buy |
+8,014
| New | +$208K | 0.21% | 177 |
|
2021
Q1 | – | Sell |
-6,928
| Closed | -$149K | – | 650 |
|
2020
Q4 | $149K | Buy |
6,928
+5,784
| +506% | +$124K | 0.17% | 202 |
|
2020
Q3 | $22K | Sell |
1,144
-6,686
| -85% | -$129K | 0.02% | 413 |
|
2020
Q2 | $196K | Sell |
7,830
-56
| -0.7% | -$1.4K | 0.22% | 157 |
|
2020
Q1 | $197K | Buy |
+7,886
| New | +$197K | 0.32% | 117 |
|
2019
Q3 | – | Sell |
-17,298
| Closed | -$583K | – | 422 |
|
2019
Q2 | $583K | Sell |
17,298
-198
| -1% | -$6.67K | 0.33% | 146 |
|
2019
Q1 | $561K | Buy |
+17,496
| New | +$561K | 0.32% | 140 |
|