B. Riley Wealth Advisors’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 | $287K | Buy |
+2,181
| New | +$287K | 0.01% | 719 |
|
|
2024
Q4 | $278K | Sell |
2,101
-40
| -2% | -$5.29K | 0.01% | 899 |
|
|
2024
Q3 | $279K | Sell |
2,141
-596
| -22% | -$77.5K | 0.01% | 991 |
|
|
2024
Q2 | $317K | Sell |
2,737
-18,424
| -87% | -$2.13M | 0.01% | 1008 |
|
|
2024
Q1 | $2.39M | Buy |
21,161
+349
| +2% | +$39.4K | 0.06% | 296 |
|
|
2023
Q4 | $2.23M | Sell |
20,812
-349
| -2% | -$37.5K | 0.06% | 334 |
|
|
2023
Q3 | $2.39M | Buy |
21,161
+623
| +3% | +$70.3K | 0.06% | 296 |
|
|
2023
Q2 | $2.02M | Sell |
20,538
-482
| -2% | -$47.4K | 0.05% | 371 |
|
|
2023
Q1 | $2.04M | Sell |
21,020
-821
| -4% | -$79.8K | 0.05% | 333 |
|
|
2022
Q4 | $2.17M | Buy |
21,841
+696
| +3% | +$69.1K | 0.06% | 316 |
|
|
2022
Q3 | $1.9M | Buy |
21,145
+17,961
| +564% | +$1.61M | 0.06% | 321 |
|
|
2022
Q2 | $335K | Buy |
3,184
+222
| +7% | +$23.4K | 0.01% | 826 |
|
|
2022
Q1 | $339K | Buy |
2,962
+532
| +22% | +$60.9K | 0.01% | 954 |
|
|
2021
Q4 | $280K | Buy |
2,430
+422
| +21% | +$48.6K | 0.01% | 1111 |
|
|
2021
Q3 | $221K | Buy |
+2,008
| New | +$221K | 0.01% | 1194 |
|
|
2015
Q1 | – | Sell |
-1,313
| Closed | -$49 | – | 1288 |
|
|
2014
Q4 | $49 | Buy |
+1,313
| New | +$49 | ﹤0.01% | 2100 |
|
|
2014
Q3 | – | Sell |
-1,643
| Closed | -$72.4K | – | 1287 |
|
|
2014
Q2 | $72.4K | Buy |
+1,643
| New | +$72.4K | 0.02% | 864 |
|