OFG
SJIV

OTA Financial Group’s South Jersey Industries, Inc. Corporate Units SJIV Stock Holding History

OTA Financial Group’s Portfolio SJIV Stock Details SJIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-89,121
Closed -$6.15M – 94
2022
Q4 		$6.15M Buy
89,121
+34,488
+63% +$2.37M 6.13% 4
2022
Q3 		$3.64M Sell
54,633
-21,862
-29% -$1.49M 3.12% 6
2022
Q2 		$5.19M Buy
76,495
+61,596
+413% +$4.23M 2.49% 5
2022
Q1 		$1.03M Buy
+14,899
New +$901K 0.66% 15

OTA Financial Group's SJIV Position: Q1 2023 in Review

OTA Financial Group sold out of South Jersey Industries, Inc. Corporate Units (SJIV) in Q1 2023, closing a stake of 89,121 shares — an estimated $6.15M sold.

OTA Financial Group first reported a position in SJIV in Q1 2022 and held it in 4 quarters. The position peaked at $6.15M in Q4 2022. 0 funds tracked by Wall St. Rank hold SJIV as of Q1 2023.

  • OTA Financial Group reported no remaining South Jersey Industries, Inc. Corporate Units position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 89,121 South Jersey Industries, Inc. Corporate Units shares in Q1 2023, an estimated $6.15M.
  • OTA Financial Group first reported a position in South Jersey Industries, Inc. Corporate Units in Q1 2022 and held it in 4 quarters.
  • OTA Financial Group's South Jersey Industries, Inc. Corporate Units position peaked at $6.15M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held South Jersey Industries, Inc. Corporate Units as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.