Sowell Financial Services’s South Jersey Industries, Inc. SJI Stock Holding History

Sowell Financial Services’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,650	Closed	-$414K	–	852
2022 Q4	$414K	Hold	11,650	–	–	0.03%	454
2022 Q3	$389K	Buy	+11,650	New	+$397K	0.04%	343
2022 Q1	–	Sell	-152,253	Closed	-$3.98M	–	545
2021 Q4	$3.98M	Buy	+152,253	New	+$3.62M	0.23%	97
2021 Q2	–	Sell	-644	Closed	-$16K	–	3031
2021 Q1	$16K	Hold	644	–	–	﹤0.01%	2143
2020 Q4	$14K	Hold	644	–	–	﹤0.01%	1896
2020 Q3	$12K	Buy	+644	New	+$14.4K	﹤0.01%	1768

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sowell Financial Services's SJI Position: Q1 2023 in Review

Sowell Financial Services sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 11,650 shares — an estimated $414K sold.

Sowell Financial Services first reported a position in SJI in Q3 2020 and held it in 6 quarters. The position peaked at $3.98M in Q4 2021. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Sowell Financial Services reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Sowell Financial Services sold 11,650 South Jersey Industries, Inc. shares in Q1 2023, an estimated $414K.
Sowell Financial Services first reported a position in South Jersey Industries, Inc. in Q3 2020 and held it in 6 quarters.
Sowell Financial Services's South Jersey Industries, Inc. position peaked at $3.98M in Q4 2021.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.