Ancora Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $132K | Buy |
1,254
+104
| +9% | +$11K | ﹤0.01% | 802 |
|
2025
Q1 | $92.1K | Buy |
1,150
+137
| +14% | +$11K | ﹤0.01% | 865 |
|
2024
Q4 | $80K | Buy |
1,013
+65
| +7% | +$5.13K | ﹤0.01% | 885 |
|
2024
Q3 | $73.6K | Sell |
948
-254
| -21% | -$19.7K | ﹤0.01% | 886 |
|
2024
Q2 | $79.9K | Hold |
1,202
| – | – | ﹤0.01% | 828 |
|
2024
Q1 | $78.5K | Sell |
1,202
-464
| -28% | -$30.3K | ﹤0.01% | 836 |
|
2023
Q4 | $96K | Hold |
1,666
| – | – | ﹤0.01% | 776 |
|
2023
Q3 | $88.6K | Sell |
1,666
-1,200
| -42% | -$63.9K | ﹤0.01% | 778 |
|
2023
Q2 | $195K | Buy |
2,866
+290
| +11% | +$19.8K | 0.01% | 638 |
|
2023
Q1 | $155K | Sell |
2,576
-47
| -2% | -$2.83K | ﹤0.01% | 685 |
|
2022
Q4 | $168K | Sell |
2,623
-19
| -0.7% | -$1.22K | ﹤0.01% | 687 |
|
2022
Q3 | $130K | Hold |
2,642
| – | – | ﹤0.01% | 803 |
|
2022
Q2 | $127K | Sell |
2,642
-100
| -4% | -$4.81K | ﹤0.01% | 865 |
|
2022
Q1 | $180K | Sell |
2,742
-334
| -11% | -$21.9K | ﹤0.01% | 804 |
|
2021
Q4 | $250K | Buy |
3,076
+358
| +13% | +$29.1K | 0.01% | 726 |
|
2021
Q3 | $185K | Buy |
2,718
+2,098
| +338% | +$143K | ﹤0.01% | 793 |
|
2021
Q2 | $43K | Hold |
620
| – | – | ﹤0.01% | 1131 |
|
2021
Q1 | $37K | Hold |
620
| – | – | ﹤0.01% | 1136 |
|
2020
Q4 | $29K | Sell |
620
-250
| -29% | -$11.7K | ﹤0.01% | 975 |
|
2020
Q3 | $36K | Hold |
870
| – | – | ﹤0.01% | 887 |
|
2020
Q2 | $30K | Buy |
870
+750
| +625% | +$25.9K | ﹤0.01% | 896 |
|
2020
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 1275 |
|
2019
Q4 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 1241 |
|
2018
Q4 | – | Sell |
-1,821
| Closed | -$64K | – | 930 |
|
2018
Q3 | $64K | Buy |
+1,821
| New | +$64K | ﹤0.01% | 844 |
|
2018
Q1 | – | Sell |
-13,211
| Closed | -$504K | – | 685 |
|
2017
Q4 | $504K | Buy |
13,211
+4,292
| +48% | +$164K | 0.03% | 435 |
|
2017
Q3 | $359K | Buy |
+8,919
| New | +$359K | 0.02% | 519 |
|
2017
Q1 | – | Sell |
-1,167
| Closed | -$48K | – | 862 |
|
2016
Q4 | $48K | Buy |
+1,167
| New | +$48K | ﹤0.01% | 781 |
|
2015
Q2 | – | Hold |
0
| – | -$259K | – | 521 |
|
2015
Q1 | – | Sell |
-13,030
| Closed | -$660K | – | 420 |
|
2014
Q4 | $660K | Hold |
13,030
| – | – | 0.08% | 273 |
|
2014
Q3 | $600K | Buy |
13,030
+3,342
| +34% | +$154K | 0.08% | 271 |
|
2014
Q2 | $506K | Buy |
+9,688
| New | +$506K | 0.07% | 307 |
|