Creative Planning South Jersey Industries Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	SELL	$33.09 - $35.58 $46,888 - $50,416	-1,417 Reduced 13.0%	9,482 $336,000
Q3 2022 Nov 03, 2022	BUY	$19.44 - $34.58 $62,596 - $111,347	3,220 Added 41.93%	10,899 $364,000
Q2 2022 Aug 15, 2022	BUY	$33.38 - $34.85 $17,791 - $18,575	533 Added 7.46%	7,679 $262,000
Q1 2022 May 16, 2022	BUY	$23.35 - $35.14 $166,859 - $251,110	7,146 New	7,146 $247,000
Q2 2021 Aug 04, 2021	SELL	$22.99 - $27.94 $308,272 - $374,647	-13,409 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$21.08 - $28.8 $25,317 - $34,588	-1,201 Reduced 8.22%	13,409 $303,000
Q4 2020 Jan 29, 2021	SELL	$19.02 - $24.97 $50,536 - $66,345	-2,657 Reduced 15.39%	14,610 $315,000
Q3 2020 Nov 05, 2020	BUY	$18.48 - $24.61 $98,535 - $131,220	5,332 Added 44.68%	17,267 $333,000
Q2 2020 Jul 23, 2020	BUY	$22.44 - $29.63 $67,320 - $88,890	3,000 Added 33.58%	11,935 $298,000
Q1 2020 May 05, 2020	BUY	$20.12 - $33.21 $179,772 - $296,731	8,935 New	8,935 $223,000
Q3 2019 Nov 01, 2019	SELL	$30.68 - $34.27 $187,209 - $209,115	-6,102 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	$31.04 - $34.02 $18,624 - $20,412	-600 Reduced 8.95%	6,102 $206,000
Q1 2019 Apr 24, 2019	BUY	$26.89 - $32.37 $180,216 - $216,943	6,702 New	6,702 $215,000
Q4 2018 Feb 01, 2019	SELL	$26.78 - $36.13 $179,479 - $242,143	-6,702 Closed	0 $0
Q2 2018 Jul 20, 2018	SELL	$27.81 - $33.85 $17,603 - $21,427	-633 Reduced 8.63%	6,702 $224,000
Q1 2018 Apr 18, 2018	SELL	$26.11 - $31.16 $148,592 - $177,331	-5,691 Reduced 43.69%	7,335 $207,000
Q4 2017 Jan 17, 2018	BUY	$30.78 - $35.69 $14,897 - $17,273	484 Added 3.86%	13,026 $407,000
Q3 2017 Oct 17, 2017	BUY	$33.97 - $36.34 $426,051 - $455,776	12,542	12,542 $433,000

Others Institutions Holding SJI

# of Institutions

Shares Held

194K

Call Options Held

Put Options Held

View Full List

About SOUTH JERSEY INDUSTRIES INC

Ticker SJI
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 122,465,000
Description
South Jersey Industries, Inc., through its subsidiaries, provides energy-related products and services. The company engages in the purchase, transmission, and sale of natural gas. It also sells natural gas and pipeline transportation capacity on a wholesale basis to residential, commercial, and industrial customers on the interstate pipeline sys...

More about SJI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account