Red Tortoise LLC’s South Jersey Industries, Inc. SJI Stock Holding History

Red Tortoise LLC’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	-181	Closed	-$6.43K	–	624
2022 Q4	$6.43K	Buy	+181	New	+$6.25K	﹤0.01%	279
2021 Q4	–	Sell	-181	Closed	-$6K	–	532
2021 Q3	$6K	Buy	+181	New	+$4.46K	﹤0.01%	285

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Red Tortoise LLC's SJI Position: Q1 2023 in Review

Red Tortoise LLC sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 181 shares — an estimated $6.43K sold.

Red Tortoise LLC first reported a position in SJI in Q3 2021 and held it in 2 quarters. The position peaked at $6.43K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Red Tortoise LLC reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Red Tortoise LLC sold 181 South Jersey Industries, Inc. shares in Q1 2023, an estimated $6.43K.
Red Tortoise LLC first reported a position in South Jersey Industries, Inc. in Q3 2021 and held it in 2 quarters.
Red Tortoise LLC's South Jersey Industries, Inc. position peaked at $6.43K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Red Tortoise LLC's 13F filing for Q1 2023, filed 16 May 2023.