PFG Private Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

PFG Private Wealth Management’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	-99	Closed	-$4K	–	409
2022 Q4	$4K	Hold	99	–	–	﹤0.01%	253
2022 Q3	$3K	Hold	99	–	–	﹤0.01%	289
2022 Q2	$3K	Hold	99	–	–	﹤0.01%	277
2022 Q1	$3K	Hold	99	–	–	﹤0.01%	274
2021 Q4	$3K	Hold	99	–	–	﹤0.01%	282
2021 Q3	$2K	Buy	+99	New	+$2.44K	﹤0.01%	285

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

PFG Private Wealth Management's SJI Position: Q1 2023 in Review

PFG Private Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 99 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in SJI in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

PFG Private Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 99 South Jersey Industries, Inc. shares in Q1 2023, an estimated $4K.
PFG Private Wealth Management first reported a position in South Jersey Industries, Inc. in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's South Jersey Industries, Inc. position peaked at $4K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.