Sutton Wealth Advisors’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 |
-2,023
| Closed | -$71.9K | – | 1664 |
|
|
2022
Q4 | $71.9K | Buy |
2,023
+9
| +0.4% | +$311 | 0.03% | 307 |
|
|
2022
Q3 | $67.3K | Hold |
2,014
| – | – | 0.03% | 318 |
|
|
2022
Q2 | $68.8K | Buy |
2,014
+14
| +0.7% | +$479 | 0.03% | 304 |
|
|
2022
Q1 | $69.1K | Sell |
2,000
-20
| -1% | -$577 | 0.02% | 324 |
|
|
2021
Q4 | $52.8K | Buy |
2,020
+25
| +1% | +$594 | 0.02% | 390 |
|
|
2021
Q3 | $42.4K | Hold |
1,995
| – | – | 0.02% | 444 |
|
|
2021
Q2 | $51.7K | Hold |
1,995
| – | – | 0.02% | 398 |
|
|
2021
Q1 | $45K | Sell |
1,995
-88
| -4% | -$2.08K | 0.02% | 418 |
|
|
2020
Q4 | $44.9K | Buy |
2,083
+1,834
| +737% | +$39.6K | 0.02% | 389 |
|
|
2020
Q3 | $4.8K | Sell |
249
-564
| -69% | -$12.6K | ﹤0.01% | 934 |
|
|
2020
Q2 | $20.3K | Buy |
813
+435
| +115% | +$11.5K | 0.01% | 526 |
|
|
2020
Q1 | $9.45K | Sell |
378
-1,145
| -75% | -$33.8K | 0.01% | 667 |
|
|
2019
Q4 | $50.2K | Buy |
1,523
+220
| +17% | +$6.94K | 0.03% | 304 |
|
|
2019
Q3 | $42.9K | Buy |
1,303
+69
| +6% | +$2.25K | 0.02% | 341 |
|
|
2019
Q2 | $41.6K | Hold |
1,234
| – | – | 0.02% | 345 |
|
|
2019
Q1 | $39.6K | Sell |
1,234
-36
| -3% | -$1.09K | 0.02% | 369 |
|
|
2018
Q4 | $35.3K | Buy |
1,270
+269
| +27% | +$8.52K | 0.02% | 349 |
|
|
2018
Q3 | $35.3K | Hold |
1,001
| – | – | 0.02% | 389 |
|
|
2018
Q2 | $33.5K | Hold |
1,001
| – | – | 0.02% | 394 |
|
|
2018
Q1 | $28.2K | Hold |
1,001
| – | – | 0.02% | 438 |
|
|
2017
Q4 | $31.3K | Hold |
1,001
| – | – | 0.02% | 398 |
|
|
2017
Q3 | $34.6K | Hold |
1,001
| – | – | 0.03% | 366 |
|
|
2017
Q2 | $34.2K | Hold |
1,001
| – | – | 0.03% | 348 |
|
|
2017
Q1 | $35.7K | Hold |
1,001
| – | – | 0.03% | 332 |
|
|
2016
Q4 | $33.7K | Hold |
1,001
| – | – | 0.03% | 344 |
|
|
2016
Q3 | $29.6K | Hold |
1,001
| – | – | 0.03% | 361 |
|
|
2016
Q2 | $31.7K | Buy |
1,001
+623
| +165% | +$17.9K | 0.03% | 318 |
|
|
2016
Q1 | $10.8K | Buy |
+378
| New | +$9.69K | 0.01% | 594 |
|
Other funds holding SJI
Sutton Wealth Advisors's SJI Position: Q1 2023 in Review
Sutton Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 2,023 shares — an estimated $71.9K sold.
Sutton Wealth Advisors first reported a position in SJI in Q1 2016 and held it in 28 quarters. The position peaked at $71.9K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Sutton Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Sutton Wealth Advisors sold 2,023 South Jersey Industries, Inc. shares in Q1 2023, an estimated $71.9K.
- Sutton Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 28 quarters.
- Sutton Wealth Advisors's South Jersey Industries, Inc. position peaked at $71.9K in Q4 2022.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.