Prospera Financial Services’s South Jersey Industries, Inc. SJI Stock Holding History

Prospera Financial Services’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	-5,716	Closed	-$203K	–	1014
2022 Q4	$203K	Buy	+5,716	New	+$197K	0.01%	840
2022 Q3	–	Sell	-5,650	Closed	-$193K	–	1672
2022 Q2	$193K	Sell	5,650 -66	-1%	-$2.26K	0.01%	747
2022 Q1	$197K	Buy	+5,716	New	+$165K	0.01%	890
2020 Q4	–	Sell	-3,516	Closed	-$68K	–	1671
2020 Q3	$68K	Buy	+3,516	New	+$78.7K	0.03%	524

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

Prospera Financial Services's SJI Position: Q1 2023 in Review

Prospera Financial Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 5,716 shares — an estimated $203K sold.

Prospera Financial Services first reported a position in SJI in Q3 2020 and held it in 4 quarters. The position peaked at $203K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Prospera Financial Services reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 5,716 South Jersey Industries, Inc. shares in Q1 2023, an estimated $203K.
Prospera Financial Services first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 4 quarters.
Prospera Financial Services's South Jersey Industries, Inc. position peaked at $203K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.