Pinnacle Wealth Management Advisory Group’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 | $792K | Sell |
17,665
-40
| -0.2% | -$1.79K | 0.07% | 164 |
|
|
2025
Q1 | $869K | Buy |
17,705
+40
| +0.2% | +$1.96K | 0.08% | 146 |
|
|
2024
Q4 | $824K | Sell |
17,665
-750
| -4% | -$35K | 0.08% | 146 |
|
|
2024
Q3 | $869K | Hold |
18,415
| – | – | 0.08% | 144 |
|
|
2024
Q2 | $787K | Hold |
18,415
| – | – | 0.08% | 144 |
|
|
2024
Q1 | $790K | Hold |
18,415
| – | – | 0.08% | 146 |
|
|
2023
Q4 | $821K | Hold |
18,415
| – | – | 0.1% | 137 |
|
|
2023
Q3 | $748K | Hold |
18,415
| – | – | 0.1% | 132 |
|
|
2023
Q2 | $869K | Sell |
18,415
-4,500
| -20% | -$212K | 0.11% | 126 |
|
|
2023
Q1 | $1.22M | Hold |
22,915
| – | – | 0.16% | 102 |
|
|
2022
Q4 | $1.14M | Hold |
22,915
| – | – | 0.17% | 105 |
|
|
2022
Q3 | $887K | Hold |
22,915
| – | – | 0.15% | 110 |
|
|
2022
Q2 | $1.02M | Sell |
22,915
-2,048
| -8% | -$91.2K | 0.16% | 107 |
|
|
2022
Q1 | $1.15M | Buy |
24,963
+95
| +0.4% | +$4.36K | 0.17% | 112 |
|
|
2021
Q4 | $1.02M | Buy |
+24,868
| New | +$1.02M | 0.17% | 117 |
|