Sound Income Strategies’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 | $5.92K | Sell |
132
-2,830
| -96% | -$127K | ﹤0.01% | 1048 |
|
|
2025
Q1 | $145K | Buy |
2,962
+159
| +6% | +$7.8K | 0.01% | 340 |
|
|
2024
Q4 | $131K | Sell |
2,803
-992
| -26% | -$46.3K | 0.01% | 314 |
|
|
2024
Q3 | $179K | Buy |
3,795
+37
| +1% | +$1.75K | 0.01% | 263 |
|
|
2024
Q2 | $161K | Buy |
3,758
+36
| +1% | +$1.54K | 0.01% | 251 |
|
|
2024
Q1 | $160K | Buy |
3,722
+35
| +0.9% | +$1.5K | 0.01% | 241 |
|
|
2023
Q4 | $164K | Buy |
+3,687
| New | +$164K | 0.01% | 216 |
|
|
2020
Q3 | – | Sell |
-757
| Closed | -$25K | – | 900 |
|
|
2020
Q2 | $25K | Hold |
757
| – | – | 0.01% | 243 |
|
|
2020
Q1 | $26K | Hold |
757
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $34K | Sell |
757
-293
| -28% | -$13.2K | 0.01% | 165 |
|
|
2019
Q3 | $47K | Hold |
1,050
| – | – | 0.01% | 123 |
|
|
2019
Q2 | $52K | Hold |
1,050
| – | – | 0.02% | 122 |
|
|
2019
Q1 | $52K | Hold |
1,050
| – | – | 0.02% | 121 |
|
|
2018
Q4 | $48K | Hold |
1,050
| – | – | 0.03% | 132 |
|
|
2018
Q3 | $48K | Buy |
+1,050
| New | +$48K | 0.02% | 133 |
|