Sovereign Financial Group’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 | $231K | Hold |
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|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $235K | Hold |
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|
2024
Q4 | $224K | Hold |
|
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $217K | Buy |
|