CWS Financial Advisors, LLC
- SEC CIK
- 0001802459
- Latest filing
- Jul 30, 2026
NJR holding history
New Jersey Resources Corp in every 13F filed by CWS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NJR overviewAll 13F holders of NJRFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −4,727−100.0% | Sold out | Holders |
| Q2 2023 | 4,727 | $223.1K | 0.1% | −900−16.0% | Reduced | Holders |
| Q1 2023 | 5,627 | $299.4K | 0.1% | +5,627 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −5,738−100.0% | Sold out | Holders |
| Q3 2022 | 5,738 | $222.0K | 0.1% | −49−0.8% | Reduced | Holders |
| Q2 2022 | 5,787 | $258.0K | 0.1% | +43+0.7% | Added | Holders |
| Q1 2022 | 5,744 | $263.0K | 0.1% | +364+6.8% | Added | Holders |
| Q4 2021 | 5,380 | $221.0K | 0.1% | – | No prior filing | Holders |