Stonebridge Capital Advisors’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-750
| Closed | -$26.6K | – | 1032 |
|
|
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% | -$8.67K | ﹤0.01% | 496 |
|
|
2021
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $21K | Sell |
1,000
-1,000
| -50% | -$21K | ﹤0.01% | 489 |
|
|
2021
Q2 | $49K | Buy |
2,000
+1,000
| +100% | +$24.5K | ﹤0.01% | 477 |
|
|
2021
Q1 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 487 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$25K | – | 770 |
|
|
2020
Q2 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $25K | Sell |
1,000
-500
| -33% | -$12.5K | 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 | +$51K | 0.01% | 317 |
|