SFS
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Sowell Financial Services’s New Jersey Resources NJR Stock Holding History

Sowell Financial Services’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-174
Closed -$7K – 1955
2021
Q1 		$7K Buy
174
+3
+2% +$114 ﹤0.01% 2472
2020
Q4 		$6K Buy
171
+7
+4% +$228 ﹤0.01% 2217
2020
Q3 		$4K Buy
164
+2
+1% +$61 ﹤0.01% 2065
2020
Q2 		$5K Sell
162
-117
-42% -$3.88K ﹤0.01% 1904
2020
Q1 		$9K Sell
279
-287
-51% -$11.2K ﹤0.01% 1640
2019
Q4 		$25K Sell
566
-594
-51% -$25.7K ﹤0.01% 1357
2019
Q3 		$52K Buy
+1,160
New +$54.4K ﹤0.01% 985
2017
Q1 		– Sell
-1,027
Closed -$39K – 469
2016
Q4 		$39K Buy
+1,027
New +$34.9K 0.01% 362

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return