Oppenheimer & Co’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 |
-6,901
| Closed | -$245K | – | 1472 |
|
|
2022
Q4 | $245K | Buy |
6,901
+851
| +14% | +$30.2K | 0.01% | 1163 |
|
|
2022
Q3 | $203K | Sell |
6,050
-300
| -5% | -$10.1K | ﹤0.01% | 1226 |
|
|
2022
Q2 | $217K | Sell |
6,350
-140
| -2% | -$4.78K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $225K | Buy |
+6,490
| New | +$225K | ﹤0.01% | 1312 |
|
|
2020
Q1 | – | Sell |
-6,640
| Closed | -$219K | – | 1358 |
|
|
2019
Q4 | $219K | Hold |
6,640
| – | – | 0.01% | 1146 |
|
|
2019
Q3 | $219K | Hold |
6,640
| – | – | 0.01% | 1100 |
|
|
2019
Q2 | $224K | Hold |
6,640
| – | – | 0.01% | 1136 |
|
|
2019
Q1 | $213K | Buy |
+6,640
| New | +$213K | 0.01% | 1193 |
|
|
2018
Q4 | – | Sell |
-6,640
| Closed | -$234K | – | 1384 |
|
|
2018
Q3 | $234K | Sell |
6,640
-600
| -8% | -$21.1K | 0.01% | 1167 |
|
|
2018
Q2 | $242K | Hold |
7,240
| – | – | 0.01% | 1143 |
|
|
2018
Q1 | $204K | Hold |
7,240
| – | – | 0.01% | 1213 |
|
|
2017
Q4 | $226K | Hold |
7,240
| – | – | 0.01% | 1169 |
|
|
2017
Q3 | $250K | Hold |
7,240
| – | – | 0.01% | 1108 |
|
|
2017
Q2 | $248K | Hold |
7,240
| – | – | 0.01% | 1087 |
|
|
2017
Q1 | $258K | Hold |
7,240
| – | – | 0.01% | 1057 |
|
|
2016
Q4 | $244K | Sell |
7,240
-20
| -0.3% | -$674 | 0.01% | 1081 |
|
|
2016
Q3 | $215K | Sell |
7,260
-15
| -0.2% | -$444 | 0.01% | 1109 |
|
|
2016
Q2 | $230K | Hold |
7,275
| – | – | 0.01% | 1045 |
|
|
2016
Q1 | $207K | Buy |
+7,275
| New | +$207K | 0.01% | 1089 |
|
|
2015
Q2 | – | Sell |
-8,200
| Closed | -$222K | – | 1575 |
|
|
2015
Q1 | $222K | Sell |
8,200
-4
| -0% | -$108 | 0.01% | 1249 |
|
|
2014
Q4 | $242K | Buy |
8,204
+554
| +7% | +$16.3K | 0.01% | 1121 |
|
|
2014
Q3 | $204K | Sell |
7,650
-1,480
| -16% | -$39.5K | 0.01% | 1243 |
|
|
2014
Q2 | $276K | Sell |
9,130
-820
| -8% | -$24.8K | 0.01% | 1099 |
|
|
2014
Q1 | $279K | Sell |
9,950
-1,586
| -14% | -$44.5K | 0.01% | 1069 |
|
|
2013
Q4 | $323K | Buy |
11,536
+46
| +0.4% | +$1.29K | 0.01% | 980 |
|
|
2013
Q3 | $336K | Buy |
11,490
+3,140
| +38% | +$91.8K | 0.01% | 923 |
|
|
2013
Q2 | $240K | Buy |
+8,350
| New | +$240K | 0.01% | 1025 |
|