Summit Financial’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 | $373K | Buy |
8,241
+74
| +0.9% | +$3.35K | 0.01% | 634 |
|
|
2025
Q1 | $401K | Buy |
8,167
+212
| +3% | +$10.4K | 0.01% | 565 |
|
|
2024
Q4 | $375K | Buy |
7,955
+142
| +2% | +$6.69K | 0.01% | 494 |
|
|
2024
Q3 | $372K | Sell |
7,813
-331
| -4% | -$15.8K | 0.01% | 423 |
|
|
2024
Q2 | $351K | Buy |
8,144
+1,028
| +14% | +$44.4K | 0.02% | 390 |
|
|
2024
Q1 | $308K | Sell |
7,116
-39
| -0.5% | -$1.69K | 0.02% | 316 |
|
|
2023
Q4 | $322K | Sell |
7,155
-237
| -3% | -$10.7K | 0.02% | 291 |
|
|
2023
Q3 | $303K | Buy |
7,392
+69
| +0.9% | +$2.83K | 0.02% | 289 |
|
|
2023
Q2 | $348K | Buy |
+7,323
| New | +$348K | 0.03% | 262 |
|