Truist 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,985
| Closed | -$222K | – | 2678 |
|
|
2023
Q4 | $222K | Buy |
+4,985
| New | +$222K | ﹤0.01% | 2444 |
|
|
2023
Q2 | – | Sell |
-5,760
| Closed | -$306K | – | 2623 |
|
|
2023
Q1 | $306K | Sell |
5,760
-139
| -2% | -$7.4K | ﹤0.01% | 2237 |
|
|
2022
Q4 | $293K | Buy |
5,899
+18
| +0.3% | +$893 | ﹤0.01% | 2232 |
|
|
2022
Q3 | $228K | Sell |
5,881
-759
| -11% | -$29.4K | ﹤0.01% | 2220 |
|
|
2022
Q2 | $296K | Sell |
6,640
-905
| -12% | -$40.3K | ﹤0.01% | 2214 |
|
|
2022
Q1 | $346K | Sell |
7,545
-140
| -2% | -$6.42K | ﹤0.01% | 2208 |
|
|
2021
Q4 | $316K | Buy |
+7,685
| New | +$316K | ﹤0.01% | 2291 |
|
|
2021
Q3 | – | Sell |
-25,405
| Closed | -$1.01M | – | 2737 |
|
|
2021
Q2 | $1.01M | Buy |
+25,405
| New | +$1.01M | ﹤0.01% | 1639 |
|
|
2020
Q4 | – | Sell |
-27,043
| Closed | -$731K | – | 2572 |
|
|
2020
Q3 | $731K | Buy |
27,043
+6,365
| +31% | +$172K | ﹤0.01% | 1503 |
|
|
2020
Q2 | $675K | Buy |
+20,678
| New | +$675K | ﹤0.01% | 1451 |
|
|
2020
Q1 | – | Sell |
-4,561
| Closed | -$204K | – | 2481 |
|
|
2019
Q4 | $204K | Buy |
+4,561
| New | +$204K | ﹤0.01% | 2313 |
|