Shore Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
16,086
+9
| +0.1% | +$403 | 0.35% | 39 |
|
|
2025
Q1 | $789K | Buy |
16,077
+9
| +0.1% | +$442 | 0.42% | 36 |
|
|
2024
Q4 | $750K | Buy |
16,068
+9
| +0.1% | +$420 | 0.4% | 37 |
|
|
2024
Q3 | $758K | Buy |
16,059
+9
| +0.1% | +$425 | 0.41% | 35 |
|
|
2024
Q2 | $686K | Buy |
16,050
+9,170
| +133% | +$392K | 0.39% | 36 |
|
|
2024
Q1 | $295K | Buy |
6,880
+258
| +4% | +$11.1K | 0.17% | 47 |
|
|
2023
Q4 | $295K | Buy |
6,622
+9
| +0.1% | +$401 | 0.18% | 47 |
|
|
2023
Q3 | $269K | Buy |
6,613
+7
| +0.1% | +$284 | 0.19% | 44 |
|
|
2023
Q2 | $312K | Buy |
6,606
+7
| +0.1% | +$330 | 0.22% | 42 |
|
|
2023
Q1 | $351K | Buy |
+6,599
| New | +$351K | 0.27% | 37 |
|
|
2022
Q1 | – | Sell |
-844
| Closed | -$35K | – | 145 |
|
|
2021
Q4 | $35K | Buy |
+844
| New | +$35K | 0.03% | 84 |
|