Allworth Financial’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
14,217
+6,841
| +93% | +$899K | 0.01% | 491 |
|
|
2025
Q1 | $893K | Sell |
7,376
-258
| -3% | -$31.2K | 0.01% | 543 |
|
|
2024
Q4 | $1.07M | Buy |
7,634
+3,252
| +74% | +$456K | 0.01% | 518 |
|
|
2024
Q3 | $568K | Sell |
4,382
-323
| -7% | -$41.9K | ﹤0.01% | 546 |
|
|
2024
Q2 | $576K | Buy |
4,705
+217
| +5% | +$26.5K | ﹤0.01% | 542 |
|
|
2024
Q1 | $571K | Buy |
4,488
+980
| +28% | +$125K | ﹤0.01% | 525 |
|
|
2023
Q4 | $377K | Sell |
3,508
-392
| -10% | -$42.1K | ﹤0.01% | 585 |
|
|
2023
Q3 | $440K | Buy |
3,900
+54
| +1% | +$6.1K | ﹤0.01% | 515 |
|
|
2023
Q2 | $378K | Sell |
3,846
-1,521
| -28% | -$150K | ﹤0.01% | 560 |
|
|
2023
Q1 | $522K | Buy |
5,367
+19
| +0.4% | +$1.85K | 0.01% | 463 |
|
|
2022
Q4 | $531K | Sell |
5,348
-3
| -0.1% | -$298 | 0.01% | 441 |
|
|
2022
Q3 | $480K | Buy |
5,351
+342
| +7% | +$30.7K | 0.01% | 430 |
|
|
2022
Q2 | $527K | Buy |
5,009
+23
| +0.5% | +$2.42K | 0.01% | 391 |
|
|
2022
Q1 | $568K | Buy |
4,986
+7
| +0.1% | +$797 | 0.01% | 375 |
|
|
2021
Q4 | $573K | Hold |
4,979
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $546K | Buy |
4,979
+859
| +21% | +$94.2K | 0.01% | 319 |
|
|
2021
Q2 | $455K | Sell |
4,120
-12
| -0.3% | -$1.33K | 0.01% | 265 |
|
|
2021
Q1 | $442K | Buy |
4,132
+323
| +8% | +$34.6K | 0.01% | 257 |
|
|
2020
Q4 | $343K | Buy |
3,809
+1,129
| +42% | +$102K | 0.01% | 222 |
|
|
2020
Q3 | $206K | Hold |
2,680
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $188K | Hold |
2,680
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $176K | Buy |
2,680
+7
| +0.3% | +$460 | 0.01% | 255 |
|
|
2019
Q4 | $199K | Buy |
2,673
+12
| +0.5% | +$893 | 0.01% | 193 |
|
|
2019
Q3 | $201K | Buy |
2,661
+67
| +3% | +$5.06K | 0.01% | 170 |
|
|
2019
Q2 | $181K | Hold |
2,594
| – | – | 0.01% | 175 |
|
|
2019
Q1 | $161K | Hold |
2,594
| – | – | 0.01% | 183 |
|
|
2018
Q4 | $125K | Hold |
2,594
| – | – | 0.01% | 192 |
|
|
2018
Q3 | $164K | Sell |
2,594
-758
| -23% | -$47.9K | 0.01% | 176 |
|
|
2018
Q2 | $176K | Buy |
3,352
+2,237
| +201% | +$117K | 0.01% | 164 |
|
|
2018
Q1 | $55K | Buy |
1,115
+382
| +52% | +$18.8K | ﹤0.01% | 239 |
|
|
2017
Q4 | $40K | Buy |
+733
| New | +$40K | ﹤0.01% | 273 |
|