Stonebridge Capital Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Stonebridge Capital Advisors’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	-750	Closed	-$26.6K	–	1019
2022 Q4	$26.6K	Hold	750	–	–	﹤0.01%	445
2022 Q3	$25K	Hold	750	–	–	﹤0.01%	438
2022 Q2	$26K	Hold	750	–	–	﹤0.01%	453
2022 Q1	$26K	Sell	750 -250	-25%	-$7.21K	﹤0.01%	496
2021 Q4	$26K	Hold	1,000	–	–	﹤0.01%	474
2021 Q3	$21K	Sell	1,000 -1,000	-50%	-$24.6K	﹤0.01%	489
2021 Q2	$49K	Buy	2,000 +1,000	+100%	+$25.8K	﹤0.01%	477
2021 Q1	$23K	Buy	+1,000	New	+$23.7K	﹤0.01%	487
2020 Q3	–	Sell	-1,000	Closed	-$25K	–	763
2020 Q2	$25K	Hold	1,000	–	–	﹤0.01%	372
2020 Q1	$25K	Sell	1,000 -500	-33%	-$14.8K	0.01%	354
2019 Q4	$49K	Hold	1,500	–	–	0.01%	326
2019 Q3	$49K	Hold	1,500	–	–	0.01%	323
2019 Q2	$51K	Buy	+1,500	New	+$48.5K	0.01%	317

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

Stonebridge Capital Advisors's SJI Position: Q1 2023 in Review

Stonebridge Capital Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 750 shares — an estimated $26.6K sold.

Stonebridge Capital Advisors first reported a position in SJI in Q2 2019 and held it in 13 quarters. The position peaked at $51K in Q2 2019. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Stonebridge Capital Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 750 South Jersey Industries, Inc. shares in Q1 2023, an estimated $26.6K.
Stonebridge Capital Advisors first reported a position in South Jersey Industries, Inc. in Q2 2019 and held it in 13 quarters.
Stonebridge Capital Advisors's South Jersey Industries, Inc. position peaked at $51K in Q2 2019.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.