BOK Financial Private Wealth’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 | $1.14M | Sell |
8,669
-1,811
| -17% | -$238K | 0.08% | 82 |
|
|
2025
Q1 | $1.25M | Sell |
10,480
-1,060
| -9% | -$127K | 0.09% | 82 |
|
|
2024
Q4 | $1.53M | Sell |
11,540
-1,447
| -11% | -$191K | 0.11% | 76 |
|
|
2024
Q3 | $1.68M | Sell |
12,987
-5,397
| -29% | -$699K | 0.12% | 75 |
|
|
2024
Q2 | $2.12M | Buy |
18,384
+92
| +0.5% | +$10.6K | 0.15% | 65 |
|
|
2024
Q1 | $2.33M | Sell |
18,292
-2,256
| -11% | -$287K | 0.17% | 63 |
|
|
2023
Q4 | $2.21M | Sell |
20,548
-2,114
| -9% | -$227K | 0.18% | 67 |
|
|
2023
Q3 | $2.56M | Sell |
22,662
-4,232
| -16% | -$478K | 0.22% | 55 |
|
|
2023
Q2 | $2.64M | Sell |
26,894
-3,906
| -13% | -$384K | 0.22% | 64 |
|
|
2023
Q1 | $2.99M | Buy |
30,800
+307
| +1% | +$29.8K | 0.24% | 63 |
|
|
2022
Q4 | $3.03M | Buy |
30,493
+432
| +1% | +$42.9K | 0.25% | 60 |
|
|
2022
Q3 | $2.7M | Buy |
30,061
+548
| +2% | +$49.3K | 0.24% | 64 |
|
|
2022
Q2 | $3.1M | Sell |
29,513
-726
| -2% | -$76.3K | 0.28% | 55 |
|
|
2022
Q1 | $3.45M | Sell |
30,239
-116
| -0.4% | -$13.2K | 0.24% | 64 |
|
|
2021
Q4 | $3.5M | Sell |
30,355
-174
| -0.6% | -$20K | 0.24% | 69 |
|
|
2021
Q3 | $3.35M | Buy |
30,529
+160
| +0.5% | +$17.5K | 0.27% | 62 |
|
|
2021
Q2 | $3.35M | Buy |
30,369
+1,251
| +4% | +$138K | 0.27% | 61 |
|
|
2021
Q1 | $3.11M | Buy |
29,118
+7,979
| +38% | +$853K | 0.28% | 58 |
|
|
2020
Q4 | $1.91M | Sell |
21,139
-570
| -3% | -$51.4K | 0.18% | 79 |
|
|
2020
Q3 | $1.67M | Buy |
+21,709
| New | +$1.67M | 0.17% | 83 |
|