Steward Partners Investment Advisory’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 |
-554
| Closed | -$19.7K | – | 3470 |
|
|
2022
Q4 | $19.7K | Hold |
554
| – | – | ﹤0.01% | 2243 |
|
|
2022
Q3 | $19K | Buy |
554
+134
| +32% | +$4.57K | ﹤0.01% | 2258 |
|
|
2022
Q2 | $14K | Sell |
420
-550
| -57% | -$18.8K | ﹤0.01% | 2399 |
|
|
2022
Q1 | $34K | Hold |
970
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q4 | $25K | Hold |
970
| – | – | ﹤0.01% | 2238 |
|
|
2021
Q3 | $21K | Sell |
970
-527
| -35% | -$13K | ﹤0.01% | 2316 |
|
|
2021
Q2 | $39K | Sell |
1,497
-1,453
| -49% | -$37.4K | ﹤0.01% | 3825 |
|
|
2021
Q1 | $66.6K | Hold |
2,950
| – | – | ﹤0.01% | 1843 |
|
|
2020
Q4 | $64K | Buy |
2,950
+200
| +7% | +$4.32K | ﹤0.01% | 1549 |
|
|
2020
Q3 | $53K | Sell |
2,750
-200
| -7% | -$4.48K | ﹤0.01% | 1483 |
|
|
2020
Q2 | $74K | Sell |
2,950
-239
| -7% | -$6.3K | ﹤0.01% | 1268 |
|
|
2020
Q1 | $79K | Sell |
3,189
-2
| -0.1% | -$59 | ﹤0.01% | 1089 |
|
|
2019
Q4 | $105K | Hold |
3,191
| – | – | ﹤0.01% | 1124 |
|
|
2019
Q3 | $105K | Hold |
3,191
| – | – | ﹤0.01% | 1069 |
|
|
2019
Q2 | $107K | Buy |
+3,191
| New | +$103K | ﹤0.01% | 1029 |
|
|
2018
Q4 | – | Sell |
-1,738
| Closed | -$61K | – | 2345 |
|
|
2018
Q3 | $61K | Sell |
1,738
-14,500
| -89% | -$492K | ﹤0.01% | 1120 |
|
|
2018
Q2 | $544K | Buy |
16,238
+1,035
| +7% | +$32.5K | 0.03% | 448 |
|
|
2018
Q1 | $428K | Buy |
15,203
+1,184
| +8% | +$33.3K | 0.03% | 453 |
|
|
2017
Q4 | $437K | Buy |
14,019
+545
| +4% | +$18K | 0.03% | 388 |
|
|
2017
Q3 | $465K | Buy |
13,474
+1,077
| +9% | +$37.4K | 0.05% | 310 |
|
|
2017
Q2 | $423K | Buy |
12,397
+11,757
| +1,837% | +$427K | 0.05% | 299 |
|
|
2017
Q1 | $22K | Hold |
640
| – | – | ﹤0.01% | 732 |
|
|
2016
Q4 | $21K | Buy |
+640
| New | +$20K | 0.01% | 444 |
|
Other funds holding SJI
Steward Partners Investment Advisory's SJI Position: Q1 2023 in Review
Steward Partners Investment Advisory sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 554 shares — an estimated $19.7K sold.
Steward Partners Investment Advisory first reported a position in SJI in Q4 2016 and held it in 23 quarters. The position peaked at $544K in Q2 2018. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Steward Partners Investment Advisory reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Steward Partners Investment Advisory sold 554 South Jersey Industries, Inc. shares in Q1 2023, an estimated $19.7K.
- Steward Partners Investment Advisory first reported a position in South Jersey Industries, Inc. in Q4 2016 and held it in 23 quarters.
- Steward Partners Investment Advisory's South Jersey Industries, Inc. position peaked at $544K in Q2 2018.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.