Sheets Smith Wealth Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $303K | Hold |
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|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $269K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Hold |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $281K | Hold |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $314K | Hold |
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|
2019
Q1 | $314K | Hold |
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|
2018
Q4 | $288K | Buy |
|