Northstar Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,867
| Closed | -$386K | – | 106 |
|
|
2022
Q4 | $386K | Buy |
10,867
+15
| +0.1% | +$533 | 0.31% | 65 |
|
|
2022
Q3 | $363K | Buy |
10,852
+8
| +0.1% | +$268 | 0.33% | 58 |
|
|
2022
Q2 | $370K | Buy |
10,844
+7
| +0.1% | +$239 | 0.27% | 54 |
|
|
2022
Q1 | $374K | Hold |
10,837
| – | – | 0.24% | 79 |
|
|
2021
Q4 | $283K | Buy |
+10,837
| New | +$283K | 0.17% | 87 |
|
|
2021
Q3 | – | Sell |
-12,224
| Closed | -$317K | – | 145 |
|
|
2021
Q2 | $317K | Buy |
12,224
+10
| +0.1% | +$259 | 0.2% | 93 |
|
|
2021
Q1 | $276K | Hold |
12,214
| – | – | 0.21% | 87 |
|
|
2020
Q4 | $263K | Buy |
+12,214
| New | +$263K | 0.22% | 91 |
|