Sowell Financial Services’s South Jersey Industries, Inc. SJI Stock Holding History
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 | – | 3037 |
|
|
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 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2718 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2498 |
|