Rothschild Investment LLC’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
$7.62K Buy
170
+20
+13% +$896 ﹤0.01% 1315
2025
Q1
$7.36K Buy
150
+15
+11% +$736 ﹤0.01% 1272
2024
Q4
$6.3K Buy
135
+30
+29% +$1.4K ﹤0.01% 1269
2024
Q3
$4.96K Buy
105
+55
+110% +$2.6K ﹤0.01% 1296
2024
Q2
$2.14K Buy
50
+40
+400% +$1.71K ﹤0.01% 1373
2024
Q1
$429 Buy
+10
New +$429 ﹤0.01% 1412