Vaughan David Investments’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,750
| Closed | -$307K | – | 209 |
|
|
2021
Q4 | $307K | Sell |
11,750
-1,250
| -10% | -$32.7K | 0.01% | 173 |
|
|
2021
Q3 | $276K | Sell |
13,000
-400
| -3% | -$8.49K | 0.01% | 170 |
|
|
2021
Q2 | $347K | Buy |
13,400
+593
| +5% | +$15.4K | 0.01% | 166 |
|
|
2021
Q1 | $289K | Sell |
12,807
-6,440
| -33% | -$145K | 0.01% | 169 |
|
|
2020
Q4 | $415K | Sell |
19,247
-647,242
| -97% | -$14M | 0.01% | 146 |
|
|
2020
Q3 | $12.8M | Buy |
666,489
+25,646
| +4% | +$494K | 0.5% | 77 |
|
|
2020
Q2 | $16M | Buy |
640,843
+32,305
| +5% | +$807K | 0.65% | 75 |
|
|
2020
Q1 | $15.2M | Buy |
608,538
+6,863
| +1% | +$172K | 0.71% | 70 |
|
|
2019
Q4 | $19.8M | Buy |
601,675
+11,260
| +2% | +$371K | 0.73% | 72 |
|
|
2019
Q3 | $19.4M | Buy |
590,415
+5,016
| +0.9% | +$165K | 0.74% | 69 |
|
|
2019
Q2 | $19.7M | Buy |
585,399
+9,725
| +2% | +$328K | 0.78% | 68 |
|
|
2019
Q1 | $18.5M | Buy |
575,674
+19,760
| +4% | +$634K | 0.78% | 71 |
|
|
2018
Q4 | $15.5M | Sell |
555,914
-13,875
| -2% | -$386K | 0.72% | 71 |
|
|
2018
Q3 | $20.1M | Buy |
569,789
+3,970
| +0.7% | +$140K | 0.85% | 63 |
|
|
2018
Q2 | $18.9M | Sell |
565,819
-4,362
| -0.8% | -$146K | 0.88% | 66 |
|
|
2018
Q1 | $16.1M | Buy |
570,181
+25,785
| +5% | +$726K | 0.76% | 74 |
|
|
2017
Q4 | $17M | Buy |
544,396
+69,980
| +15% | +$2.19M | 0.79% | 74 |
|
|
2017
Q3 | $16.4M | Sell |
474,416
-4,525
| -0.9% | -$156K | 0.8% | 72 |
|
|
2017
Q2 | $16.4M | Buy |
478,941
+9,675
| +2% | +$331K | 0.82% | 71 |
|
|
2017
Q1 | $16.7M | Sell |
469,266
-2,350
| -0.5% | -$83.8K | 0.87% | 73 |
|
|
2016
Q4 | $15.9M | Sell |
471,616
-25,375
| -5% | -$855K | 0.85% | 75 |
|
|
2016
Q3 | $14.7M | Buy |
496,991
+24,650
| +5% | +$728K | 0.8% | 77 |
|
|
2016
Q2 | $14.9M | Buy |
472,341
+11,900
| +3% | +$376K | 0.82% | 74 |
|
|
2016
Q1 | $13.1M | Buy |
460,441
+12,131
| +3% | +$345K | 0.75% | 77 |
|
|
2015
Q4 | $10.5M | Buy |
448,310
+19,100
| +4% | +$449K | 0.63% | 79 |
|
|
2015
Q3 | $10.8M | Buy |
429,210
+8,050
| +2% | +$203K | 0.69% | 78 |
|
|
2015
Q2 | $10.4M | Buy |
421,160
+8,500
| +2% | +$210K | 0.62% | 80 |
|
|
2015
Q1 | $11.2M | Buy |
412,660
+4,350
| +1% | +$118K | 0.66% | 78 |
|
|
2014
Q4 | $12M | Buy |
408,310
+10,450
| +3% | +$308K | 0.69% | 77 |
|
|
2014
Q3 | $10.6M | Buy |
397,860
+3,650
| +0.9% | +$97.4K | 0.65% | 79 |
|
|
2014
Q2 | $11.9M | Buy |
394,210
+6,500
| +2% | +$196K | 0.71% | 76 |
|
|
2014
Q1 | $10.9M | Buy |
387,710
+8,050
| +2% | +$226K | 0.68% | 76 |
|
|
2013
Q4 | $10.6M | Buy |
379,660
+7,600
| +2% | +$213K | 0.68% | 75 |
|
|
2013
Q3 | $10.9M | Buy |
372,060
+3,300
| +0.9% | +$96.7K | 0.76% | 73 |
|
|
2013
Q2 | $10.6M | Buy |
+368,760
| New | +$10.6M | 0.75% | 72 |
|