Northstar Advisory Group’s South Jersey Industries, Inc. SJI Stock Holding History

Northstar Advisory Group’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	-10,867	Closed	-$386K	–	106
2022 Q4	$386K	Buy	10,867 +15	+0.1%	+$518	0.31%	65
2022 Q3	$363K	Buy	10,852 +8	+0.1%	+$273	0.33%	58
2022 Q2	$370K	Buy	10,844 +7	+0.1%	+$240	0.27%	54
2022 Q1	$374K	Hold	10,837	–	–	0.24%	79
2021 Q4	$283K	Buy	+10,837	New	+$258K	0.17%	87
2021 Q3	–	Sell	-12,224	Closed	-$317K	–	145
2021 Q2	$317K	Buy	12,224 +10	+0.1%	+$258	0.2%	93
2021 Q1	$276K	Hold	12,214	–	–	0.21%	87
2020 Q4	$263K	Buy	+12,214	New	+$264K	0.22%	91

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

Northstar Advisory Group's SJI Position: Q1 2023 in Review

Northstar Advisory Group sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 10,867 shares — an estimated $386K sold.

Northstar Advisory Group first reported a position in SJI in Q4 2020 and held it in 8 quarters. The position peaked at $386K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Northstar Advisory Group reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Northstar Advisory Group sold 10,867 South Jersey Industries, Inc. shares in Q1 2023, an estimated $386K.
Northstar Advisory Group first reported a position in South Jersey Industries, Inc. in Q4 2020 and held it in 8 quarters.
Northstar Advisory Group's South Jersey Industries, Inc. position peaked at $386K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Northstar Advisory Group's 13F filing for Q1 2023, filed 10 Apr 2023.