Prospera Financial Services’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 | $757K | Buy |
16,893
+2,335
| +16% | +$105K | 0.01% | 755 |
|
|
2025
Q1 | $714K | Buy |
14,558
+1,556
| +12% | +$76.3K | 0.02% | 658 |
|
|
2024
Q4 | $606K | Buy |
13,002
+498
| +4% | +$23.2K | 0.01% | 682 |
|
|
2024
Q3 | $590K | Buy |
12,504
+197
| +2% | +$9.3K | 0.02% | 665 |
|
|
2024
Q2 | $526K | Buy |
12,307
+52
| +0.4% | +$2.22K | 0.01% | 693 |
|
|
2024
Q1 | $526K | Buy |
12,255
+1,140
| +10% | +$48.9K | 0.02% | 697 |
|
|
2023
Q4 | $496K | Buy |
+11,115
| New | +$496K | 0.02% | 668 |
|
|
2023
Q3 | – | Sell |
-4,875
| Closed | -$230K | – | 1047 |
|
|
2023
Q2 | $230K | Buy |
4,875
+88
| +2% | +$4.15K | 0.01% | 906 |
|
|
2023
Q1 | $255K | Buy |
4,787
+49
| +1% | +$2.61K | 0.01% | 834 |
|
|
2022
Q4 | $235K | Buy |
+4,738
| New | +$235K | 0.01% | 792 |
|
|
2022
Q3 | – | Sell |
-4,484
| Closed | -$200K | – | 1339 |
|
|
2022
Q2 | $200K | Sell |
4,484
-4,074
| -48% | -$182K | 0.01% | 738 |
|
|
2022
Q1 | $392K | Buy |
+8,558
| New | +$392K | 0.02% | 663 |
|
|
2020
Q4 | – | Sell |
-123
| Closed | -$3K | – | 1255 |
|
|
2020
Q3 | $3K | Sell |
123
-13,363
| -99% | -$326K | ﹤0.01% | 1401 |
|
|
2020
Q2 | $440K | Buy |
13,486
+48
| +0.4% | +$1.57K | 0.04% | 381 |
|
|
2020
Q1 | $456K | Sell |
13,438
-641
| -5% | -$21.8K | 0.05% | 318 |
|
|
2019
Q4 | $628K | Buy |
+14,079
| New | +$628K | 0.05% | 334 |
|
|
2019
Q3 | – | Sell |
-4,220
| Closed | -$210K | – | 556 |
|
|
2019
Q2 | $210K | Sell |
4,220
-107
| -2% | -$5.33K | 0.02% | 484 |
|
|
2019
Q1 | $212K | Buy |
+4,327
| New | +$212K | 0.07% | 293 |
|