Pinnacle Associates’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 | $981K | Sell |
21,881
-40
| -0.2% | -$1.79K | 0.01% | 513 |
|
2025
Q1 | $1.08M | Buy |
21,921
+40
| +0.2% | +$1.96K | 0.02% | 480 |
|
2024
Q4 | $1.02M | Sell |
21,881
-1,340
| -6% | -$62.5K | 0.01% | 480 |
|
2024
Q3 | $1.04M | Buy |
23,221
+525
| +2% | +$23.4K | 0.02% | 463 |
|
2024
Q2 | $970K | Hold |
22,696
| – | – | 0.02% | 476 |
|
2024
Q1 | $974K | Sell |
22,696
-525
| -2% | -$22.5K | 0.02% | 485 |
|
2023
Q4 | $1.04M | Sell |
23,221
-260
| -1% | -$11.6K | 0.02% | 471 |
|
2023
Q3 | $954K | Hold |
23,481
| – | – | 0.02% | 468 |
|
2023
Q2 | $1.11M | Sell |
23,481
-4,500
| -16% | -$212K | 0.02% | 453 |
|
2023
Q1 | $1.49M | Hold |
27,981
| – | – | 0.03% | 347 |
|
2022
Q4 | $1.39M | Hold |
27,981
| – | – | 0.03% | 351 |
|
2022
Q3 | $1.08M | Sell |
27,981
-926
| -3% | -$35.8K | 0.02% | 387 |
|
2022
Q2 | $1.29M | Sell |
28,907
-1,122
| -4% | -$50K | 0.03% | 355 |
|
2022
Q1 | $1.38M | Buy |
30,029
+95
| +0.3% | +$4.36K | 0.02% | 395 |
|
2021
Q4 | $1.23M | Buy |
29,934
+24,118
| +415% | +$990K | 0.02% | 414 |
|
2021
Q3 | $202K | Hold |
5,816
| – | – | ﹤0.01% | 734 |
|
2021
Q2 | $230K | Sell |
5,816
-30
| -0.5% | -$1.19K | ﹤0.01% | 702 |
|
2021
Q1 | $233K | Buy |
5,846
+30
| +0.5% | +$1.2K | ﹤0.01% | 675 |
|
2020
Q4 | $207K | Buy |
+5,816
| New | +$207K | ﹤0.01% | 672 |
|
2020
Q2 | – | Sell |
-6,016
| Closed | -$204K | – | 697 |
|
2020
Q1 | $204K | Buy |
6,016
+1,216
| +25% | +$41.2K | 0.01% | 605 |
|
2019
Q4 | $214K | Hold |
4,800
| – | – | ﹤0.01% | 655 |
|
2019
Q3 | $217K | Hold |
4,800
| – | – | 0.01% | 652 |
|
2019
Q2 | $239K | Sell |
4,800
-4,185
| -47% | -$208K | 0.01% | 634 |
|
2019
Q1 | $447K | Hold |
8,985
| – | – | 0.01% | 548 |
|
2018
Q4 | $410K | Sell |
8,985
-196
| -2% | -$8.94K | 0.01% | 544 |
|
2018
Q3 | $423K | Hold |
9,181
| – | – | 0.01% | 539 |
|
2018
Q2 | $411K | Buy |
9,181
+3,885
| +73% | +$174K | 0.01% | 540 |
|
2018
Q1 | $212K | Sell |
5,296
-292
| -5% | -$11.7K | ﹤0.01% | 637 |
|
2017
Q4 | $225K | Hold |
5,588
| – | – | ﹤0.01% | 622 |
|
2017
Q3 | $236K | Hold |
5,588
| – | – | ﹤0.01% | 610 |
|
2017
Q2 | $222K | Hold |
5,588
| – | – | ﹤0.01% | 619 |
|
2017
Q1 | $221K | Sell |
5,588
-750
| -12% | -$29.7K | ﹤0.01% | 614 |
|
2016
Q4 | $225K | Hold |
6,338
| – | – | ﹤0.01% | 586 |
|
2016
Q3 | $208K | Hold |
6,338
| – | – | ﹤0.01% | 596 |
|
2016
Q2 | $244K | Hold |
6,338
| – | – | 0.01% | 568 |
|
2016
Q1 | $231K | Hold |
6,338
| – | – | ﹤0.01% | 560 |
|
2015
Q4 | $209K | Buy |
+6,338
| New | +$209K | ﹤0.01% | 594 |
|
2015
Q3 | – | Sell |
-12,738
| Closed | -$351K | – | 669 |
|
2015
Q2 | $351K | Sell |
12,738
-230
| -2% | -$6.34K | 0.01% | 518 |
|
2015
Q1 | $403K | Buy |
12,968
+204
| +2% | +$6.34K | 0.01% | 498 |
|
2014
Q4 | $391K | Sell |
12,764
-350
| -3% | -$10.7K | 0.01% | 486 |
|
2014
Q3 | $331K | Buy |
13,114
+12
| +0.1% | +$303 | 0.01% | 515 |
|
2014
Q2 | $374K | Sell |
13,102
-890
| -6% | -$25.4K | 0.01% | 493 |
|
2014
Q1 | $348K | Sell |
13,992
-486
| -3% | -$12.1K | 0.01% | 487 |
|
2013
Q4 | $335K | Buy |
14,478
+2
| +0% | +$46 | 0.01% | 502 |
|
2013
Q3 | $319K | Sell |
14,476
-696
| -5% | -$15.3K | 0.01% | 497 |
|
2013
Q2 | $315K | Buy |
+15,172
| New | +$315K | 0.01% | 471 |
|