Avantax Advisory Services, Inc. New Jersey Resources Corp Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in New Jersey Resources Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,900 shares of NJR stock, worth $452,133. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,900

Previous 10,203 2.97%

Holding current value

$452,133

Previous $481,000 4.16%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$45.17 - $51.61 $13,686 - $15,637	-303 Reduced 2.97%	9,900 $461,000
Q3 2024 Nov 13, 2024	BUY	$42.03 - $48.02 $22,948 - $26,218	546 Added 5.65%	10,203 $481,000
Q2 2024 Aug 09, 2024	BUY	$41.28 - $44.85 $12,384 - $13,455	300 Added 3.21%	9,657 $412,000
Q1 2024 May 08, 2024	BUY	$39.48 - $45.32 $10,067 - $11,556	255 Added 2.8%	9,357 $401,000
Q4 2023 Feb 07, 2024	SELL	$39.34 - $45.06 $92,527 - $105,981	-2,352 Reduced 20.53%	9,102 $405,000
Q3 2023 Nov 07, 2023	SELL	$40.63 - $47.41 $11,051 - $12,895	-272 Reduced 2.32%	11,454 $465,000
Q2 2023 Aug 11, 2023	SELL	$45.98 - $55.46 $132,330 - $159,613	-2,878 Reduced 19.71%	11,726 $553,000
Q1 2023 Apr 28, 2023	BUY	$48.77 - $53.2 $45,258 - $49,369	928 Added 6.79%	14,604 $776,000
Q4 2022 Feb 13, 2023	BUY	$38.97 - $50.7 $5,962 - $7,757	153 Added 1.13%	13,676 $678,000
Q3 2022 Nov 01, 2022	SELL	$38.7 - $47.19 $298,028 - $363,410	-7,701 Reduced 36.28%	13,523 $523,000
Q2 2022 Aug 02, 2022	SELL	$41.33 - $47.17 $104,978 - $119,811	-2,540 Reduced 10.69%	21,224 $945,000
Q1 2022 Apr 27, 2022	BUY	$38.29 - $46.38 $18,111 - $21,937	473 Added 2.03%	23,764 $1.1 Million
Q4 2021 Jan 24, 2022	SELL	$35.6 - $41.17 $66,821 - $77,276	-1,877 Reduced 7.46%	23,291 $956,000
Q3 2021 Oct 21, 2021	BUY	$34.68 - $40.52 $51,638 - $60,334	1,489 Added 6.29%	25,168 $878,000
Q2 2021 Jul 29, 2021	BUY	$39.56 - $44.15 $137,352 - $153,288	3,472 Added 17.18%	23,679 $937,000
Q1 2021 May 13, 2021	SELL	$33.67 - $42.42 $84,478 - $106,431	-2,509 Reduced 11.05%	20,207 $804,000
Q4 2020 Jan 22, 2021	SELL	$26.93 - $38.13 $87,953 - $124,532	-3,266 Reduced 12.57%	22,716 $808,000
Q3 2020 Oct 14, 2020	BUY	$26.28 - $33.49 $432,174 - $550,743	16,445 Added 172.43%	25,982 $702,000
Q2 2020 Aug 06, 2020	BUY	$29.58 - $37.27 $19,907 - $25,082	673 Added 7.59%	9,537 $313,000
Q1 2020 Apr 30, 2020	BUY	$24.61 - $44.34 $738 - $1,330	30 Added 0.34%	8,864 $302,000
Q4 2019 Feb 14, 2020	BUY	$40.61 - $45.46 $1,299 - $1,454	32 Added 0.36%	8,834 $395,000
Q3 2019 Nov 08, 2019	BUY	$43.82 - $50.36 $1,095 - $1,259	25 Added 0.28%	8,802 $398,000
Q2 2019 Aug 06, 2019	SELL	$46.76 - $51.13 $1,730 - $1,891	-37 Reduced 0.42%	8,777 $437,000
Q1 2019 May 13, 2019	SELL	$44.11 - $50.4 $155,002 - $177,105	-3,514 Reduced 28.5%	8,814 $439,000
Q4 2018 Feb 13, 2019	BUY	$44.22 - $50.79 $545,144 - $626,139	12,328 New	12,328 $566,000

Others Institutions Holding NJR

# of Institutions

412

Shares Held

73M

Call Options Held

8.2K

Put Options Held

View Full List

About NEW JERSEY RESOURCES CORP

Ticker NJR
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 96,228,400
Market Cap $4.39B
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...

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Avantax Advisory Services, Inc. New Jersey Resources Corp Transaction History