Raymond James Financial Services Advisors’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.49M | Sell |
31,580
-14,430
| -31% | -$681K | ﹤0.01% | 1895 |
|
|
2024
Q2 | $1.97M | Buy |
46,010
+878
| +2% | +$37.5K | ﹤0.01% | 1676 |
|
|
2024
Q1 | $1.94M | Buy |
45,132
+6,859
| +18% | +$294K | ﹤0.01% | 1650 |
|
|
2023
Q4 | $1.71M | Buy |
38,273
+9,589
| +33% | +$427K | ﹤0.01% | 1653 |
|
|
2023
Q3 | $1.17M | Buy |
28,684
+3,464
| +14% | +$141K | ﹤0.01% | 1818 |
|
|
2023
Q2 | $1.19M | Sell |
25,220
-13,350
| -35% | -$630K | ﹤0.01% | 1806 |
|
|
2023
Q1 | $2.05M | Sell |
38,570
-5,905
| -13% | -$314K | ﹤0.01% | 1473 |
|
|
2022
Q4 | $2.21M | Sell |
44,475
-6,240
| -12% | -$310K | ﹤0.01% | 1386 |
|
|
2022
Q3 | $1.96M | Buy |
50,715
+199
| +0.4% | +$7.7K | ﹤0.01% | 1431 |
|
|
2022
Q2 | $2.25M | Buy |
50,516
+18,103
| +56% | +$806K | ﹤0.01% | 1374 |
|
|
2022
Q1 | $1.49M | Sell |
32,413
-450
| -1% | -$20.6K | ﹤0.01% | 1686 |
|
|
2021
Q4 | $1.35M | Buy |
32,863
+1,959
| +6% | +$80.4K | ﹤0.01% | 1777 |
|
|
2021
Q3 | $1.08M | Buy |
30,904
+2,725
| +10% | +$94.9K | ﹤0.01% | 1903 |
|
|
2021
Q2 | $1.12M | Buy |
28,179
+1,943
| +7% | +$76.9K | ﹤0.01% | 1874 |
|
|
2021
Q1 | $1.05M | Sell |
26,236
-421
| -2% | -$16.8K | ﹤0.01% | 1827 |
|
|
2020
Q4 | $948K | Buy |
26,657
+384
| +1% | +$13.7K | ﹤0.01% | 1735 |
|
|
2020
Q3 | $710K | Buy |
26,273
+11,005
| +72% | +$297K | ﹤0.01% | 1757 |
|
|
2020
Q2 | $499K | Buy |
+15,268
| New | +$499K | ﹤0.01% | 1920 |
|
|
2020
Q1 | – | Sell |
-27,456
| Closed | -$1.22M | – | 2662 |
|
|
2019
Q4 | $1.22M | Buy |
27,456
+474
| +2% | +$21.1K | ﹤0.01% | 1438 |
|
|
2019
Q3 | $1.22M | Buy |
26,982
+7,307
| +37% | +$330K | ﹤0.01% | 1357 |
|
|
2019
Q2 | $979K | Sell |
19,675
-538
| -3% | -$26.8K | ﹤0.01% | 1512 |
|
|
2019
Q1 | $1.01M | Buy |
+20,213
| New | +$1.01M | ﹤0.01% | 1446 |
|
|
2018
Q4 | – | Sell |
-29,017
| Closed | -$1.34M | – | 2700 |
|
|
2018
Q3 | $1.34M | Buy |
29,017
+7,008
| +32% | +$323K | 0.01% | 1297 |
|
|
2018
Q2 | $985K | Buy |
22,009
+6,119
| +39% | +$274K | 0.01% | 1430 |
|
|
2018
Q1 | $637K | Sell |
15,890
-74,711
| -82% | -$3M | ﹤0.01% | 1573 |
|
|
2017
Q4 | $3.64M | Buy |
90,601
+1,876
| +2% | +$75.4K | 0.02% | 663 |
|
|
2017
Q3 | $3.74M | Buy |
88,725
+13,629
| +18% | +$574K | 0.02% | 642 |
|
|
2017
Q2 | $2.98M | Buy |
75,096
+33,491
| +80% | +$1.33M | 0.02% | 713 |
|
|
2017
Q1 | $1.65M | Buy |
41,605
+9,944
| +31% | +$394K | 0.01% | 921 |
|
|
2016
Q4 | $1.12M | Buy |
31,661
+223
| +0.7% | +$7.92K | 0.01% | 1049 |
|
|
2016
Q3 | $1.03M | Buy |
31,438
+894
| +3% | +$29.4K | 0.01% | 1074 |
|
|
2016
Q2 | $1.18M | Sell |
30,544
-608
| -2% | -$23.4K | 0.01% | 954 |
|
|
2016
Q1 | $1.14M | Buy |
31,152
+1,279
| +4% | +$46.6K | 0.01% | 845 |
|
|
2015
Q4 | $985K | Buy |
29,873
+1,018
| +4% | +$33.6K | 0.01% | 927 |
|
|
2015
Q3 | $867K | Buy |
28,855
+15,180
| +111% | +$456K | 0.01% | 812 |
|
|
2015
Q2 | $377K | Buy |
+13,675
| New | +$377K | 0.03% | 514 |
|
|
2013
Q3 | – | Sell |
-54,856
| Closed | -$1.14M | – | 789 |
|
|
2013
Q2 | $1.14M | Buy |
+54,856
| New | +$1.14M | 0.03% | 572 |
|