Northwestern Mutual Wealth Management’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 | $224K | Buy |
5,002
+453
| +10% | +$20.3K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $223K | Buy |
4,549
+3,929
| +634% | +$193K | ﹤0.01% | 1619 |
|
|
2024
Q4 | $28.9K | Sell |
620
-200
| -24% | -$9.33K | ﹤0.01% | 2380 |
|
|
2024
Q3 | $38.7K | Buy |
820
+277
| +51% | +$13.1K | ﹤0.01% | 2251 |
|
|
2024
Q2 | $23.2K | Buy |
543
+63
| +13% | +$2.69K | ﹤0.01% | 2347 |
|
|
2024
Q1 | $20.6K | Buy |
480
+40
| +9% | +$1.72K | ﹤0.01% | 2404 |
|
|
2023
Q4 | $19.6K | Buy |
440
+40
| +10% | +$1.78K | ﹤0.01% | 2404 |
|
|
2023
Q3 | $16.3K | Sell |
400
-77
| -16% | -$3.13K | ﹤0.01% | 2374 |
|
|
2023
Q2 | $22.5K | Hold |
477
| – | – | ﹤0.01% | 2272 |
|
|
2023
Q1 | $25.4K | Sell |
477
-437
| -48% | -$23.2K | ﹤0.01% | 2184 |
|
|
2022
Q4 | $45.4K | Buy |
914
+380
| +71% | +$18.9K | ﹤0.01% | 1947 |
|
|
2022
Q3 | $21K | Buy |
534
+70
| +15% | +$2.75K | ﹤0.01% | 2206 |
|
|
2022
Q2 | $20K | Hold |
464
| – | – | ﹤0.01% | 2253 |
|
|
2022
Q1 | $22K | Hold |
464
| – | – | ﹤0.01% | 2273 |
|
|
2021
Q4 | $19K | Sell |
464
-98
| -17% | -$4.01K | ﹤0.01% | 2356 |
|
|
2021
Q3 | $20K | Buy |
562
+60
| +12% | +$2.14K | ﹤0.01% | 2221 |
|
|
2021
Q2 | $20K | Buy |
502
+115
| +30% | +$4.58K | ﹤0.01% | 2200 |
|
|
2021
Q1 | $15K | Hold |
387
| – | – | ﹤0.01% | 2169 |
|
|
2020
Q4 | $14K | Sell |
387
-3,124
| -89% | -$113K | ﹤0.01% | 2085 |
|
|
2020
Q3 | $95K | Buy |
3,511
+173
| +5% | +$4.68K | ﹤0.01% | 1284 |
|
|
2020
Q2 | $109K | Buy |
3,338
+2,014
| +152% | +$65.8K | ﹤0.01% | 1182 |
|
|
2020
Q1 | $45K | Buy |
1,324
+12
| +0.9% | +$408 | ﹤0.01% | 1431 |
|
|
2019
Q4 | $58K | Buy |
1,312
+925
| +239% | +$40.9K | ﹤0.01% | 1417 |
|
|
2019
Q3 | $17K | Sell |
387
-452
| -54% | -$19.9K | ﹤0.01% | 1767 |
|
|
2019
Q2 | $42K | Sell |
839
-5
| -0.6% | -$250 | ﹤0.01% | 1458 |
|
|
2019
Q1 | $42K | Buy |
844
+3
| +0.4% | +$149 | ﹤0.01% | 1429 |
|
|
2018
Q4 | $38K | Buy |
841
+11
| +1% | +$497 | ﹤0.01% | 1355 |
|
|
2018
Q3 | $38K | Sell |
830
-198
| -19% | -$9.07K | ﹤0.01% | 1423 |
|
|
2018
Q2 | $46K | Buy |
1,028
+203
| +25% | +$9.08K | ﹤0.01% | 1277 |
|
|
2018
Q1 | $33K | Buy |
825
+3
| +0.4% | +$120 | ﹤0.01% | 1355 |
|
|
2017
Q4 | $33K | Buy |
822
+3
| +0.4% | +$120 | ﹤0.01% | 1314 |
|
|
2017
Q3 | $35K | Buy |
819
+3
| +0.4% | +$128 | ﹤0.01% | 1246 |
|
|
2017
Q2 | $32K | Buy |
816
+2
| +0.2% | +$78 | ﹤0.01% | 1229 |
|
|
2017
Q1 | $32K | Sell |
814
-31
| -4% | -$1.22K | ﹤0.01% | 1168 |
|
|
2016
Q4 | $30K | Buy |
+845
| New | +$30K | ﹤0.01% | 1203 |
|
|
2016
Q3 | – | Sell |
-452
| Closed | -$17K | – | 1056 |
|
|
2016
Q2 | $17K | Sell |
452
-297
| -40% | -$11.2K | ﹤0.01% | 1218 |
|
|
2016
Q1 | $27K | Sell |
749
-406
| -35% | -$14.6K | ﹤0.01% | 1086 |
|
|
2015
Q4 | $38K | Buy |
1,155
+203
| +21% | +$6.68K | ﹤0.01% | 850 |
|
|
2015
Q3 | $29K | Buy |
952
+574
| +152% | +$17.5K | ﹤0.01% | 825 |
|
|
2015
Q2 | $10K | Sell |
378
-217
| -36% | -$5.74K | ﹤0.01% | 1000 |
|
|
2015
Q1 | $18K | Buy |
595
+399
| +204% | +$12.1K | ﹤0.01% | 897 |
|
|
2014
Q4 | $6K | Sell |
196
-378
| -66% | -$11.6K | ﹤0.01% | 1242 |
|
|
2014
Q3 | $14K | Hold |
574
| – | – | ﹤0.01% | 875 |
|
|
2014
Q2 | $16K | Hold |
574
| – | – | ﹤0.01% | 813 |
|
|
2014
Q1 | $14K | Buy |
574
+352
| +159% | +$8.59K | ﹤0.01% | 822 |
|
|
2013
Q4 | $6K | Buy |
222
+26
| +13% | +$703 | ﹤0.01% | 1025 |
|
|
2013
Q3 | $4K | Hold |
196
| – | – | ﹤0.01% | 1052 |
|
|
2013
Q2 | $4K | Buy |
+196
| New | +$4K | ﹤0.01% | 990 |
|