SFG
Sovereign Financial Group’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
4,795
| – | – | 0.04% | 288 |
|
|
2025
Q1 | $235K | Hold |
4,795
| – | – | 0.05% | 258 |
|
|
2024
Q4 | $224K | Hold |
4,795
| – | – | 0.05% | 264 |
|
|
2024
Q3 | $226K | Hold |
4,795
| – | – | 0.05% | 260 |
|
|
2024
Q2 | $205K | Hold |
4,795
| – | – | 0.05% | 268 |
|
|
2024
Q1 | $206K | Sell |
4,795
-1,105
| -19% | -$47.4K | 0.05% | 273 |
|
|
2023
Q4 | $263K | Hold |
5,900
| – | – | 0.08% | 203 |
|
|
2023
Q3 | $240K | Hold |
5,900
| – | – | 0.09% | 197 |
|
|
2023
Q2 | $278K | Hold |
5,900
| – | – | 0.09% | 193 |
|
|
2023
Q1 | $314K | Hold |
5,900
| – | – | 0.12% | 174 |
|
|
2022
Q4 | $293K | Hold |
5,900
| – | – | 0.12% | 171 |
|
|
2022
Q3 | $228K | Hold |
5,900
| – | – | 0.09% | 183 |
|
|
2022
Q2 | $263K | Hold |
5,900
| – | – | 0.1% | 171 |
|
|
2022
Q1 | $271K | Sell |
5,900
-150
| -2% | -$6.89K | 0.1% | 181 |
|
|
2021
Q4 | $248K | Sell |
6,050
-50
| -0.8% | -$2.05K | 0.1% | 176 |
|
|
2021
Q3 | $212K | Hold |
6,100
| – | – | 0.12% | 159 |
|
|
2021
Q2 | $243K | Hold |
6,100
| – | – | 0.15% | 134 |
|
|
2021
Q1 | $243K | Hold |
6,100
| – | – | 0.15% | 134 |
|
|
2020
Q4 | $217K | Buy |
+6,100
| New | +$217K | 0.16% | 121 |
|