Steward Partners Investment Advisory’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
31,318
+236
| +0.8% | +$10.6K | 0.01% | 845 |
|
|
2025
Q1 | $1.52M | Buy |
31,082
+97
| +0.3% | +$4.76K | 0.01% | 758 |
|
|
2024
Q4 | $1.45M | Buy |
30,985
+1,278
| +4% | +$59.6K | 0.01% | 740 |
|
|
2024
Q3 | $1.4M | Buy |
29,707
+570
| +2% | +$26.9K | 0.01% | 746 |
|
|
2024
Q2 | $1.25M | Buy |
29,137
+651
| +2% | +$27.8K | 0.01% | 738 |
|
|
2024
Q1 | $1.22M | Sell |
28,486
-3,309
| -10% | -$142K | 0.01% | 728 |
|
|
2023
Q4 | $1.42M | Buy |
31,795
+5,135
| +19% | +$229K | 0.02% | 608 |
|
|
2023
Q3 | $1.08M | Buy |
26,660
+1,681
| +7% | +$68.3K | 0.02% | 648 |
|
|
2023
Q2 | $1.18M | Buy |
24,979
+685
| +3% | +$32.3K | 0.02% | 641 |
|
|
2023
Q1 | $1.29M | Buy |
24,294
+38
| +0.2% | +$2.02K | 0.02% | 606 |
|
|
2022
Q4 | $1.2M | Sell |
24,256
-158
| -0.6% | -$7.84K | 0.02% | 603 |
|
|
2022
Q3 | $945K | Buy |
24,414
+611
| +3% | +$23.7K | 0.02% | 641 |
|
|
2022
Q2 | $1.06M | Buy |
23,803
+744
| +3% | +$33.1K | 0.02% | 614 |
|
|
2022
Q1 | $1.06M | Buy |
23,059
+1,475
| +7% | +$67.7K | 0.02% | 666 |
|
|
2021
Q4 | $886K | Buy |
21,584
+394
| +2% | +$16.2K | 0.01% | 746 |
|
|
2021
Q3 | $738K | Buy |
21,190
+1,769
| +9% | +$61.6K | 0.01% | 772 |
|
|
2021
Q2 | $768K | Buy |
19,421
+375
| +2% | +$14.8K | 0.01% | 774 |
|
|
2021
Q1 | $759K | Buy |
19,046
+1,078
| +6% | +$43K | 0.01% | 740 |
|
|
2020
Q4 | $639K | Buy |
17,968
+194
| +1% | +$6.9K | 0.01% | 688 |
|
|
2020
Q3 | $480K | Buy |
17,774
+669
| +4% | +$18.1K | 0.01% | 681 |
|
|
2020
Q2 | $558K | Buy |
17,105
+1,111
| +7% | +$36.2K | 0.02% | 595 |
|
|
2020
Q1 | $543K | Buy |
15,994
+1,666
| +12% | +$56.6K | 0.02% | 544 |
|
|
2019
Q4 | $638K | Buy |
14,328
+759
| +6% | +$33.8K | 0.02% | 569 |
|
|
2019
Q3 | $613K | Buy |
13,569
+205
| +2% | +$9.26K | 0.02% | 533 |
|
|
2019
Q2 | $665K | Buy |
13,364
+191
| +1% | +$9.5K | 0.02% | 487 |
|
|
2019
Q1 | $655K | Buy |
13,173
+360
| +3% | +$17.9K | 0.03% | 448 |
|
|
2018
Q4 | $585K | Buy |
12,813
+730
| +6% | +$33.3K | 0.03% | 448 |
|
|
2018
Q3 | $557K | Buy |
12,083
+841
| +7% | +$38.8K | 0.03% | 477 |
|
|
2018
Q2 | $503K | Buy |
11,242
+248
| +2% | +$11.1K | 0.03% | 466 |
|
|
2018
Q1 | $440K | Buy |
10,994
+417
| +4% | +$16.7K | 0.03% | 450 |
|
|
2017
Q4 | $425K | Buy |
10,577
+386
| +4% | +$15.5K | 0.03% | 393 |
|
|
2017
Q3 | $429K | Buy |
10,191
+865
| +9% | +$36.4K | 0.04% | 323 |
|
|
2017
Q2 | $370K | Buy |
+9,326
| New | +$370K | 0.04% | 318 |
|