United Capital Financial Advisors’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	$678K	Sell	15,130 -434	-3%	-$19.5K	0.01%	697
2025 Q1	$764K	Buy	15,564 +5,928	+62%	+$291K	0.01%	624
2024 Q4	$450K	Buy	9,636 +35	+0.4%	+$1.63K	﹤0.01%	754
2024 Q3	$453K	Buy	9,601 +15	+0.2%	+$708	﹤0.01%	748
2024 Q2	$410K	Buy	+9,586	New	+$410K	﹤0.01%	753