Clearstead 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 | $846K | Sell |
6,440
-357
| -5% | -$46.9K | 0.01% | 487 |
|
|
2025
Q1 | $814K | Buy |
6,797
+342
| +5% | +$40.9K | 0.01% | 456 |
|
|
2024
Q4 | $854K | Buy |
6,455
+55
| +0.9% | +$7.28K | 0.01% | 444 |
|
|
2024
Q3 | $829K | Sell |
6,400
-1,063
| -14% | -$138K | 0.01% | 454 |
|
|
2024
Q2 | $862K | Sell |
7,463
-184
| -2% | -$21.3K | 0.01% | 422 |
|
|
2024
Q1 | $875K | Sell |
7,647
-498
| -6% | -$57K | 0.04% | 245 |
|
|
2023
Q4 | $874K | Sell |
8,145
-8,227
| -50% | -$883K | 0.05% | 235 |
|
|
2023
Q3 | $1.85M | Buy |
16,372
+8,179
| +100% | +$923K | 0.05% | 215 |
|
|
2023
Q2 | $806K | Buy |
8,193
+7,540
| +1,155% | +$741K | 0.05% | 227 |
|
|
2023
Q1 | $63.5K | Buy |
653
+6
| +0.9% | +$583 | ﹤0.01% | 616 |
|
|
2022
Q4 | $64.2K | Sell |
647
-31
| -5% | -$3.08K | 0.01% | 584 |
|
|
2022
Q3 | $61K | Sell |
678
-15
| -2% | -$1.35K | 0.01% | 571 |
|
|
2022
Q2 | $73K | Buy |
693
+46
| +7% | +$4.85K | 0.01% | 544 |
|
|
2022
Q1 | $74K | Hold |
647
| – | – | 0.01% | 602 |
|
|
2021
Q4 | $74K | Buy |
647
+514
| +386% | +$58.8K | 0.01% | 585 |
|
|
2021
Q3 | $15K | Hold |
133
| – | – | ﹤0.01% | 881 |
|
|
2021
Q2 | $15K | Hold |
133
| – | – | ﹤0.01% | 745 |
|
|
2021
Q1 | $14K | Hold |
133
| – | – | ﹤0.01% | 737 |
|
|
2020
Q4 | $12K | Hold |
133
| – | – | ﹤0.01% | 696 |
|
|
2020
Q3 | $10K | Hold |
133
| – | – | ﹤0.01% | 662 |
|
|
2020
Q2 | $9K | Hold |
133
| – | – | ﹤0.01% | 608 |
|
|
2020
Q1 | $9K | Buy |
+133
| New | +$9K | ﹤0.01% | 586 |
|