Allworth Financial’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46K | Sell |
141
-653
| -82% | -$11.4K | ﹤0.01% | 3605 |
|
|
2025
Q1 | $19K | Buy |
+794
| New | +$19K | ﹤0.01% | 2106 |
|
|
2024
Q4 | – | Sell |
-15
| Closed | -$699 | – | 4002 |
|
|
2024
Q3 | $699 | Buy |
15
+6
| +67% | +$280 | ﹤0.01% | 3338 |
|
|
2024
Q2 | $486 | Buy |
9
+3
| +50% | +$162 | ﹤0.01% | 3379 |
|
|
2024
Q1 | $411 | Hold |
6
| – | – | ﹤0.01% | 3330 |
|
|
2023
Q4 | $490 | Hold |
6
| – | – | ﹤0.01% | 3132 |
|
|
2023
Q3 | $415 | Buy |
+6
| New | +$415 | ﹤0.01% | 3085 |
|
|
2022
Q4 | – | Sell |
-153
| Closed | -$11K | – | 3103 |
|
|
2022
Q3 | $11K | Buy |
+153
| New | +$11K | ﹤0.01% | 1615 |
|