Newbridge Financial Services Group’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 | $40.2K | Sell |
898
-200
| -18% | -$8.96K | 0.01% | 546 |
|
|
2025
Q1 | $53.9K | Hold |
1,098
| – | – | 0.01% | 356 |
|
|
2024
Q4 | $51.2K | Buy |
+1,098
| New | +$51.2K | 0.01% | 402 |
|
|
2024
Q3 | – | Sell |
-1,240
| Closed | -$53K | – | 950 |
|
|
2024
Q2 | $53K | Hold |
1,240
| – | – | 0.02% | 363 |
|
|
2024
Q1 | $53.2K | Hold |
1,240
| – | – | 0.02% | 385 |
|
|
2023
Q4 | $55.3K | Sell |
1,240
-251
| -17% | -$11.2K | 0.03% | 370 |
|
|
2023
Q3 | $60.6K | Buy |
1,491
+1
| +0.1% | +$41 | 0.03% | 374 |
|
|
2023
Q2 | $70.3K | Sell |
1,490
-160
| -10% | -$7.55K | 0.03% | 382 |
|
|
2023
Q1 | $87.8K | Buy |
1,650
+100
| +6% | +$5.32K | 0.05% | 339 |
|
|
2022
Q4 | $76.9K | Hold |
1,550
| – | – | 0.04% | 360 |
|
|
2022
Q3 | $60K | Hold |
1,550
| – | – | 0.04% | 411 |
|
|
2022
Q2 | $69K | Hold |
1,550
| – | – | 0.04% | 335 |
|
|
2022
Q1 | $71K | Hold |
1,550
| – | – | 0.03% | 382 |
|
|
2021
Q4 | $64K | Hold |
1,550
| – | – | 0.03% | 402 |
|
|
2021
Q3 | $54K | Sell |
1,550
-2,550
| -62% | -$88.8K | 0.03% | 395 |
|
|
2021
Q2 | $162K | Sell |
4,100
-300
| -7% | -$11.9K | 0.1% | 207 |
|
|
2021
Q1 | $175K | Buy |
4,400
+1,050
| +31% | +$41.8K | 0.13% | 178 |
|
|
2020
Q4 | $119K | Buy |
3,350
+100
| +3% | +$3.55K | 0.1% | 200 |
|
|
2020
Q3 | $88K | Buy |
+3,250
| New | +$88K | 0.09% | 211 |
|