Zurich Cantonal Bank’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 | $2.2M | Buy |
48,988
+15,348
| +46% | +$688K | 0.01% | 821 |
|
|
2025
Q1 | $1.65M | Buy |
33,640
+7,281
| +28% | +$357K | ﹤0.01% | 916 |
|
|
2024
Q4 | $1.23M | Buy |
26,359
+2,804
| +12% | +$131K | ﹤0.01% | 1087 |
|
|
2024
Q3 | $1.11M | Hold |
23,555
| – | – | ﹤0.01% | 1073 |
|
|
2024
Q2 | $1.01M | Buy |
23,555
+1,194
| +5% | +$51K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $960K | Sell |
22,361
-368
| -2% | -$15.8K | ﹤0.01% | 1092 |
|
|
2023
Q4 | $1.01M | Buy |
22,729
+2,384
| +12% | +$106K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $827K | Buy |
20,345
+2,647
| +15% | +$108K | ﹤0.01% | 1079 |
|
|
2023
Q2 | $835K | Buy |
17,698
+1,435
| +9% | +$67.7K | ﹤0.01% | 1034 |
|
|
2023
Q1 | $865K | Buy |
16,263
+974
| +6% | +$51.8K | ﹤0.01% | 973 |
|
|
2022
Q4 | $759K | Buy |
15,289
+2,508
| +20% | +$124K | ﹤0.01% | 1021 |
|
|
2022
Q3 | $495K | Hold |
12,781
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q2 | $569K | Hold |
12,781
| – | – | ﹤0.01% | 1137 |
|
|
2022
Q1 | $586K | Sell |
12,781
-886
| -6% | -$40.6K | ﹤0.01% | 1252 |
|
|
2021
Q4 | $561K | Buy |
13,667
+3,394
| +33% | +$139K | ﹤0.01% | 1350 |
|
|
2021
Q3 | $358K | Hold |
10,273
| – | – | ﹤0.01% | 1514 |
|
|
2021
Q2 | $407K | Buy |
10,273
+1,001
| +11% | +$39.7K | ﹤0.01% | 1354 |
|
|
2021
Q1 | $370K | Sell |
9,272
-2,401
| -21% | -$95.8K | ﹤0.01% | 1406 |
|
|
2020
Q4 | $415K | Buy |
11,673
+1,032
| +10% | +$36.7K | ﹤0.01% | 1385 |
|
|
2020
Q3 | $288K | Hold |
10,641
| – | – | ﹤0.01% | 1358 |
|
|
2020
Q2 | $347K | Buy |
10,641
+2,566
| +32% | +$83.7K | ﹤0.01% | 1202 |
|
|
2020
Q1 | $274K | Buy |
8,075
+1,267
| +19% | +$43K | ﹤0.01% | 1078 |
|
|
2019
Q4 | $303K | Buy |
6,808
+737
| +12% | +$32.8K | ﹤0.01% | 1120 |
|
|
2019
Q3 | $275K | Hold |
6,071
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q2 | $302K | Hold |
6,071
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q1 | $302K | Buy |
6,071
+187
| +3% | +$9.3K | ﹤0.01% | 1012 |
|
|
2018
Q4 | $269K | Buy |
5,884
+557
| +10% | +$25.5K | ﹤0.01% | 1054 |
|
|
2018
Q3 | $246K | Buy |
5,327
+596
| +13% | +$27.5K | ﹤0.01% | 1189 |
|
|
2018
Q2 | $212K | Hold |
4,731
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q1 | $190K | Hold |
4,731
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q4 | $190K | Buy |
4,731
+1,674
| +55% | +$67.2K | ﹤0.01% | 1215 |
|
|
2017
Q3 | $129K | Hold |
3,057
| – | – | ﹤0.01% | 1243 |
|
|
2017
Q2 | $121K | Buy |
3,057
+244
| +9% | +$9.66K | ﹤0.01% | 1246 |
|
|
2017
Q1 | $111K | Hold |
2,813
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q4 | $100K | Hold |
2,813
| – | – | ﹤0.01% | 1296 |
|
|
2016
Q3 | $92K | Buy |
2,813
+332
| +13% | +$10.9K | ﹤0.01% | 1314 |
|
|
2016
Q2 | $96K | Hold |
2,481
| – | – | ﹤0.01% | 1175 |
|
|
2016
Q1 | $90K | Buy |
2,481
+661
| +36% | +$24K | ﹤0.01% | 1186 |
|
|
2015
Q4 | $60K | Buy |
1,820
+989
| +119% | +$32.6K | ﹤0.01% | 1347 |
|
|
2015
Q3 | $25K | Buy |
831
+541
| +187% | +$16.3K | ﹤0.01% | 1426 |
|
|
2015
Q2 | $8K | Hold |
290
| – | – | ﹤0.01% | 1547 |
|
|
2015
Q1 | $9K | Buy |
+290
| New | +$9K | ﹤0.01% | 1436 |
|