UBS Group’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 | $27.3M | Buy |
608,116
+130,395
| +27% | +$5.84M | ﹤0.01% | 1620 |
|
|
2025
Q1 | $23.4M | Buy |
477,721
+177,112
| +59% | +$8.69M | ﹤0.01% | 1670 |
|
|
2024
Q4 | $14M | Buy |
300,609
+132,561
| +79% | +$6.18M | ﹤0.01% | 2058 |
|
|
2024
Q3 | $7.93M | Buy |
168,048
+57,968
| +53% | +$2.74M | ﹤0.01% | 1869 |
|
|
2024
Q2 | $4.7M | Sell |
110,080
-51,790
| -32% | -$2.21M | ﹤0.01% | 2186 |
|
|
2024
Q1 | $6.95M | Sell |
161,870
-39,531
| -20% | -$1.7M | ﹤0.01% | 1883 |
|
|
2023
Q4 | $8.98M | Buy |
201,401
+80,219
| +66% | +$3.58M | ﹤0.01% | 1536 |
|
|
2023
Q3 | $4.92M | Buy |
121,182
+72,585
| +149% | +$2.95M | ﹤0.01% | 1859 |
|
|
2023
Q2 | $2.29M | Sell |
48,597
-46,108
| -49% | -$2.18M | ﹤0.01% | 2584 |
|
|
2023
Q1 | $5.04M | Sell |
94,705
-21,196
| -18% | -$1.13M | ﹤0.01% | 1843 |
|
|
2022
Q4 | $5.75M | Buy |
115,901
+63,851
| +123% | +$3.17M | ﹤0.01% | 1726 |
|
|
2022
Q3 | $2.01M | Buy |
52,050
+242
| +0.5% | +$9.36K | ﹤0.01% | 2353 |
|
|
2022
Q2 | $2.31M | Sell |
51,808
-25,964
| -33% | -$1.16M | ﹤0.01% | 2305 |
|
|
2022
Q1 | $3.57M | Sell |
77,772
-55,836
| -42% | -$2.56M | ﹤0.01% | 2207 |
|
|
2021
Q4 | $5.49M | Buy |
133,608
+67,645
| +103% | +$2.78M | ﹤0.01% | 2017 |
|
|
2021
Q3 | $2.3M | Buy |
65,963
+15,002
| +29% | +$522K | ﹤0.01% | 2655 |
|
|
2021
Q2 | $2.02M | Sell |
50,961
-11,793
| -19% | -$467K | ﹤0.01% | 2735 |
|
|
2021
Q1 | $2.5M | Buy |
62,754
+25,151
| +67% | +$1M | ﹤0.01% | 2569 |
|
|
2020
Q4 | $1.34M | Sell |
37,603
-1,402
| -4% | -$49.8K | ﹤0.01% | 2940 |
|
|
2020
Q3 | $1.05M | Buy |
39,005
+14,005
| +56% | +$378K | ﹤0.01% | 2887 |
|
|
2020
Q2 | $816K | Buy |
25,000
+209
| +0.8% | +$6.82K | ﹤0.01% | 2974 |
|
|
2020
Q1 | $842K | Sell |
24,791
-185,464
| -88% | -$6.3M | ﹤0.01% | 2795 |
|
|
2019
Q4 | $9.37M | Buy |
210,255
+111,265
| +112% | +$4.96M | ﹤0.01% | 1537 |
|
|
2019
Q3 | $4.48M | Buy |
98,990
+48,128
| +95% | +$2.18M | ﹤0.01% | 1939 |
|
|
2019
Q2 | $2.53M | Buy |
50,862
+9,513
| +23% | +$473K | ﹤0.01% | 2333 |
|
|
2019
Q1 | $2.06M | Sell |
41,349
-72,186
| -64% | -$3.59M | ﹤0.01% | 2409 |
|
|
2018
Q4 | $5.19M | Buy |
113,535
+59,579
| +110% | +$2.72M | ﹤0.01% | 1667 |
|
|
2018
Q3 | $2.49M | Sell |
53,956
-16,700
| -24% | -$770K | ﹤0.01% | 2453 |
|
|
2018
Q2 | $3.16M | Sell |
70,656
-9,028
| -11% | -$404K | ﹤0.01% | 2201 |
|
|
2018
Q1 | $3.2M | Buy |
79,684
+1,078
| +1% | +$43.2K | ﹤0.01% | 2193 |
|
|
2017
Q4 | $3.16M | Sell |
78,606
-1,097
| -1% | -$44.1K | ﹤0.01% | 2191 |
|
|
2017
Q3 | $3.36M | Buy |
79,703
+9,440
| +13% | +$398K | ﹤0.01% | 2053 |
|
|
2017
Q2 | $2.79M | Buy |
70,263
+8,478
| +14% | +$337K | ﹤0.01% | 2141 |
|
|
2017
Q1 | $2.45M | Sell |
61,785
-26,039
| -30% | -$1.03M | ﹤0.01% | 2189 |
|
|
2016
Q4 | $3.12M | Buy |
87,824
+26,827
| +44% | +$952K | ﹤0.01% | 1944 |
|
|
2016
Q3 | $2.01M | Sell |
60,997
-274
| -0.4% | -$9.01K | ﹤0.01% | 2225 |
|
|
2016
Q2 | $2.36M | Buy |
61,271
+791
| +1% | +$30.5K | ﹤0.01% | 2068 |
|
|
2016
Q1 | $2.2M | Sell |
60,480
-30,917
| -34% | -$1.13M | ﹤0.01% | 2072 |
|
|
2015
Q4 | $3.01M | Buy |
91,397
+32,392
| +55% | +$1.07M | ﹤0.01% | 1889 |
|
|
2015
Q3 | $1.77M | Sell |
59,005
-324
| -0.5% | -$9.73K | ﹤0.01% | 2230 |
|
|
2015
Q2 | $1.63M | Sell |
59,329
-4,895
| -8% | -$135K | ﹤0.01% | 2461 |
|
|
2015
Q1 | $2M | Sell |
64,224
-18,616
| -22% | -$578K | ﹤0.01% | 2288 |
|
|
2014
Q4 | $2.54M | Buy |
+82,840
| New | +$2.54M | ﹤0.01% | 2059 |
|