Pathstone Holdings’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 | $426K | Buy |
9,493
+351
| +4% | +$15.7K | ﹤0.01% | 1786 |
|
|
2025
Q1 | $448K | Buy |
9,142
+241
| +3% | +$11.8K | ﹤0.01% | 1763 |
|
|
2024
Q4 | $416K | Sell |
8,901
-945
| -10% | -$44.1K | ﹤0.01% | 1809 |
|
|
2024
Q3 | $465K | Buy |
9,846
+743
| +8% | +$35.1K | ﹤0.01% | 1752 |
|
|
2024
Q2 | $389K | Buy |
9,103
+2,271
| +33% | +$97.2K | ﹤0.01% | 1818 |
|
|
2024
Q1 | $293K | Sell |
6,832
-2,382
| -26% | -$102K | ﹤0.01% | 1955 |
|
|
2023
Q4 | $412K | Buy |
+9,214
| New | +$412K | ﹤0.01% | 1629 |
|