United Services Automobile Association’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,235
| Closed | -$470K | – | 555 |
|
|
2022
Q4 | $470K | Hold |
13,235
| – | – | 0.01% | 449 |
|
|
2022
Q3 | $443K | Buy |
13,235
+1,206
| +10% | +$40.4K | 0.01% | 445 |
|
|
2022
Q2 | $410K | Buy |
+12,029
| New | +$410K | 0.01% | 471 |
|
|
2019
Q3 | – | Sell |
-14,200
| Closed | -$479K | – | 1925 |
|
|
2019
Q2 | $479K | Hold |
14,200
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q1 | $455K | Buy |
14,200
+1,076
| +8% | +$34.5K | ﹤0.01% | 1672 |
|
|
2018
Q4 | $365K | Hold |
13,124
| – | – | ﹤0.01% | 1704 |
|
|
2018
Q3 | $463K | Sell |
13,124
-897
| -6% | -$31.6K | ﹤0.01% | 1719 |
|
|
2018
Q2 | $469K | Buy |
14,021
+1,536
| +12% | +$51.4K | ﹤0.01% | 1709 |
|
|
2018
Q1 | $352K | Buy |
+12,485
| New | +$352K | ﹤0.01% | 1831 |
|
|
2017
Q3 | – | Sell |
-24,060
| Closed | -$822K | – | 1459 |
|
|
2017
Q2 | $822K | Hold |
24,060
| – | – | ﹤0.01% | 1195 |
|
|
2017
Q1 | $858K | Buy |
+24,060
| New | +$858K | ﹤0.01% | 1099 |
|
|
2016
Q3 | – | Sell |
-22,080
| Closed | -$698K | – | 1327 |
|
|
2016
Q2 | $698K | Hold |
22,080
| – | – | ﹤0.01% | 1107 |
|
|
2016
Q1 | $628K | Hold |
22,080
| – | – | ﹤0.01% | 1113 |
|
|
2015
Q4 | $519K | Buy |
+22,080
| New | +$519K | ﹤0.01% | 1192 |
|