Avantax Advisory Services’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 | $1.07M | Sell |
8,155
-15
| -0.2% | -$1.97K | 0.01% | 1126 |
|
|
2025
Q1 | $978K | Sell |
8,170
-655
| -7% | -$78.4K | 0.01% | 1098 |
|
|
2024
Q4 | $1.17M | Buy |
8,825
+755
| +9% | +$99.9K | 0.01% | 967 |
|
|
2024
Q3 | $1.05M | Sell |
8,070
-80
| -1% | -$10.4K | 0.01% | 996 |
|
|
2024
Q2 | $942K | Buy |
8,150
+668
| +9% | +$77.2K | 0.01% | 1010 |
|
|
2024
Q1 | $951K | Buy |
7,482
+381
| +5% | +$48.4K | 0.01% | 769 |
|
|
2023
Q4 | $763K | Sell |
7,101
-722
| -9% | -$77.5K | 0.01% | 822 |
|
|
2023
Q3 | $883K | Buy |
7,823
+1,395
| +22% | +$158K | 0.01% | 735 |
|
|
2023
Q2 | $632K | Sell |
6,428
-479
| -7% | -$47.1K | 0.01% | 857 |
|
|
2023
Q1 | $671K | Buy |
6,907
+450
| +7% | +$43.7K | 0.01% | 805 |
|
|
2022
Q4 | $641K | Buy |
+6,457
| New | +$641K | 0.01% | 769 |
|
|
2020
Q4 | – | Sell |
-8,255
| Closed | -$634K | – | 1149 |
|
|
2020
Q3 | $634K | Buy |
+8,255
| New | +$634K | 0.01% | 713 |
|