Summit Global Investments’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 | $423K | Sell |
9,429
-15,110
| -62% | -$678K | 0.02% | 329 |
|
|
2025
Q1 | $1.2M | Sell |
24,539
-1,446
| -6% | -$70.9K | 0.09% | 137 |
|
|
2024
Q4 | $1.21M | Buy |
25,985
+10,777
| +71% | +$503K | 0.08% | 179 |
|
|
2024
Q3 | $718K | Sell |
15,208
-16,042
| -51% | -$757K | 0.05% | 306 |
|
|
2024
Q2 | $1.34M | Buy |
+31,250
| New | +$1.34M | 0.09% | 180 |
|
|
2020
Q2 | – | Sell |
-25,000
| Closed | -$849K | – | 255 |
|
|
2020
Q1 | $849K | Buy |
+25,000
| New | +$849K | 0.12% | 102 |
|