Symons Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $422K | Sell |
19,870
-833
| -4% | -$17.7K | 0.27% | 45 |
|
|
2021
Q2 | $537K | Sell |
20,703
-23
| -0.1% | -$597 | 0.31% | 42 |
|
|
2021
Q1 | $468K | Buy |
20,726
+7,268
| +54% | +$164K | 0.25% | 52 |
|
|
2020
Q4 | $290K | Hold |
13,458
| – | – | 0.16% | 61 |
|
|
2020
Q3 | $259K | Sell |
13,458
-54
| -0.4% | -$1.04K | 0.16% | 60 |
|
|
2020
Q2 | $338K | Buy |
13,512
+2,979
| +28% | +$74.5K | 0.21% | 51 |
|
|
2020
Q1 | $263K | Sell |
10,533
-69
| -0.7% | -$1.72K | 0.15% | 55 |
|
|
2019
Q4 | $350K | Sell |
10,602
-55
| -0.5% | -$1.82K | 0.18% | 48 |
|
|
2019
Q3 | $351K | Sell |
10,657
-267
| -2% | -$8.79K | 0.16% | 49 |
|
|
2019
Q2 | $368K | Sell |
10,924
-46
| -0.4% | -$1.55K | 0.15% | 49 |
|
|
2019
Q1 | $352K | Hold |
10,970
| – | – | 0.15% | 40 |
|
|
2018
Q4 | $305K | Sell |
10,970
-2,091
| -16% | -$58.1K | 0.13% | 51 |
|
|
2018
Q3 | $461K | Sell |
13,061
-8,394
| -39% | -$296K | 0.15% | 43 |
|
|
2018
Q2 | $718K | Sell |
21,455
-826
| -4% | -$27.6K | 0.25% | 36 |
|
|
2018
Q1 | $628K | Sell |
22,281
-4,901
| -18% | -$138K | 0.19% | 38 |
|
|
2017
Q4 | $849K | Hold |
27,182
| – | – | 0.24% | 33 |
|
|
2017
Q3 | $939K | Sell |
27,182
-1,453
| -5% | -$50.2K | 0.24% | 32 |
|
|
2017
Q2 | $979K | Sell |
28,635
-515
| -2% | -$17.6K | 0.24% | 32 |
|
|
2017
Q1 | $1.04M | Hold |
29,150
| – | – | 0.26% | 29 |
|
|
2016
Q4 | $982K | Buy |
29,150
+18,050
| +163% | +$608K | 0.24% | 28 |
|
|
2016
Q3 | $328K | Hold |
11,100
| – | – | 0.08% | 49 |
|
|
2016
Q2 | $351K | Buy |
11,100
+190
| +2% | +$6.01K | 0.08% | 44 |
|
|
2016
Q1 | $310K | Buy |
10,910
+750
| +7% | +$21.3K | 0.08% | 46 |
|
|
2015
Q4 | $239K | Sell |
10,160
-1,690
| -14% | -$39.8K | 0.06% | 57 |
|
|
2015
Q3 | $299K | Hold |
11,850
| – | – | 0.08% | 51 |
|
|
2015
Q2 | $293K | Sell |
11,850
-310
| -3% | -$7.67K | 0.07% | 56 |
|
|
2015
Q1 | $330K | Sell |
12,160
-1,150
| -9% | -$31.2K | 0.08% | 55 |
|
|
2014
Q4 | $392K | Sell |
13,310
-2,050
| -13% | -$60.4K | 0.09% | 54 |
|
|
2014
Q3 | $410K | Buy |
15,360
+6,530
| +74% | +$174K | 0.09% | 58 |
|
|
2014
Q2 | $267K | Sell |
8,830
-240
| -3% | -$7.25K | 0.06% | 70 |
|
|
2014
Q1 | $254K | Buy |
+9,070
| New | +$254K | 0.06% | 77 |
|