Zurich Cantonal Bank’s South Jersey Industries, Inc. SJI Stock Holding History

Zurich Cantonal Bank’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,985	Closed	-$639K	–	2907
2022 Q4	$639K	Buy	17,985 +2,710	+18%	+$96.3K	﹤0.01%	1112
2022 Q3	$510K	Hold	15,275	–	–	﹤0.01%	1181
2022 Q2	$521K	Hold	15,275	–	–	﹤0.01%	1204
2022 Q1	$528K	Hold	15,275	–	–	﹤0.01%	1301
2021 Q4	$399K	Buy	15,275 +5,516	+57%	+$144K	﹤0.01%	1629
2021 Q3	$207K	Hold	9,759	–	–	﹤0.01%	1898
2021 Q2	$253K	Sell	9,759 -1,272	-12%	-$33K	﹤0.01%	1660
2021 Q1	$249K	Hold	11,031	–	–	﹤0.01%	1664
2020 Q4	$238K	Hold	11,031	–	–	﹤0.01%	1726
2020 Q3	$213K	Hold	11,031	–	–	﹤0.01%	1548
2020 Q2	$276K	Buy	11,031 +3,986	+57%	+$99.7K	﹤0.01%	1319
2020 Q1	$176K	Buy	7,045 +792	+13%	+$19.8K	﹤0.01%	1289
2019 Q4	$206K	Hold	6,253	–	–	﹤0.01%	1324
2019 Q3	$206K	Buy	6,253 +1,479	+31%	+$48.7K	﹤0.01%	1230
2019 Q2	$161K	Hold	4,774	–	–	﹤0.01%	1353
2019 Q1	$153K	Sell	4,774 -1,114	-19%	-$35.7K	﹤0.01%	1321
2018 Q4	$164K	Buy	5,888 +841	+17%	+$23.4K	﹤0.01%	1317
2018 Q3	$178K	Buy	5,047 +571	+13%	+$20.1K	﹤0.01%	1372
2018 Q2	$150K	Hold	4,476	–	–	﹤0.01%	1420
2018 Q1	$126K	Hold	4,476	–	–	﹤0.01%	1470
2017 Q4	$140K	Buy	4,476 +1,451	+48%	+$45.4K	﹤0.01%	1400
2017 Q3	$104K	Hold	3,025	–	–	﹤0.01%	1376
2017 Q2	$103K	Buy	3,025 +262	+9%	+$8.92K	﹤0.01%	1356
2017 Q1	$99K	Hold	2,763	–	–	﹤0.01%	1361
2016 Q4	$93K	Hold	2,763	–	–	﹤0.01%	1353
2016 Q3	$82K	Buy	2,763 +327	+13%	+$9.71K	﹤0.01%	1387
2016 Q2	$77K	Hold	2,436	–	–	﹤0.01%	1293
2016 Q1	$69K	Hold	2,436	–	–	﹤0.01%	1304
2015 Q4	$57K	Buy	2,436 +1,665	+216%	+$39K	﹤0.01%	1386
2015 Q3	$19K	Buy	771 +383	+99%	+$9.44K	﹤0.01%	1523
2015 Q2	$10K	Hold	388	–	–	﹤0.01%	1403
2015 Q1	$11K	Buy	+388	New	+$11K	﹤0.01%	1333