A detailed history of Ever Source Wealth Advisors, LLC transactions in New Jersey Resources Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 417 shares of NJR stock, worth $19,682. This represents 0.0% of its overall portfolio holdings.

Number of Shares
417
Previous 395 5.57%
Holding current value
$19,682
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$41.28 - $44.85 $908 - $986
22 Added 5.57%
417 $17,000
Q1 2024

Jun 11, 2024

BUY
$39.48 - $45.32 $4,224 - $4,849
107 Added 37.15%
395 $16,000
Q4 2023

Feb 09, 2024

BUY
$39.34 - $45.06 $7,081 - $8,110
180 Added 166.67%
288 $12,000
Q3 2023

Nov 03, 2023

BUY
$40.63 - $47.41 $2,194 - $2,560
54 Added 100.0%
108 $4,000
Q2 2023

Aug 04, 2023

SELL
$45.98 - $55.46 $4,184 - $5,046
-91 Reduced 62.76%
54 $2,000
Q1 2023

May 11, 2023

BUY
$48.77 - $53.2 $7,071 - $7,714
145 New
145 $7,000

Others Institutions Holding NJR

About NEW JERSEY RESOURCES CORP


  • Ticker NJR
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 96,228,400
  • Market Cap $4.54B
  • Description
  • New Jersey Resources Corporation, an energy services holding company, provides regulated gas distribution, and retail and wholesale energy services. The company operates through four segments: Natural Gas Distribution, Clean Energy Ventures, Energy Services, and Storage and Transportation. The Natural Gas Distribution segment offers regulated na...
More about NJR
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.