Clifford Swan Investment Counsel’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 | $7.17M | Sell |
54,510
-2,183
| -4% | -$287K | 0.25% | 95 |
|
|
2025
Q1 | $6.79M | Sell |
56,693
-402
| -0.7% | -$48.1K | 0.25% | 96 |
|
|
2024
Q4 | $7.55M | Sell |
57,095
-1,561
| -3% | -$207K | 0.27% | 90 |
|
|
2024
Q3 | $7.6M | Sell |
58,656
-12,488
| -18% | -$1.62M | 0.27% | 89 |
|
|
2024
Q2 | $8.22M | Sell |
71,144
-701
| -1% | -$81K | 0.31% | 84 |
|
|
2024
Q1 | $9.14M | Sell |
71,845
-4,407
| -6% | -$560K | 0.34% | 80 |
|
|
2023
Q4 | $8.19M | Sell |
76,252
-782
| -1% | -$84K | 0.32% | 82 |
|
|
2023
Q3 | $8.7M | Sell |
77,034
-825
| -1% | -$93.1K | 0.36% | 79 |
|
|
2023
Q2 | $7.66M | Sell |
77,859
-2,328
| -3% | -$229K | 0.31% | 87 |
|
|
2023
Q1 | $7.79M | Sell |
80,187
-3,375
| -4% | -$328K | 0.33% | 88 |
|
|
2022
Q4 | $8.3M | Sell |
83,562
-673
| -0.8% | -$66.8K | 0.36% | 82 |
|
|
2022
Q3 | $7.56M | Sell |
84,235
-8,064
| -9% | -$724K | 0.35% | 78 |
|
|
2022
Q2 | $9.71M | Hold |
92,299
| – | – | 0.42% | 71 |
|
|
2022
Q1 | $10.5M | Sell |
92,299
-1,592
| -2% | -$181K | 0.39% | 74 |
|
|
2021
Q4 | $10.8M | Sell |
93,891
-353
| -0.4% | -$40.7K | 0.38% | 76 |
|
|
2021
Q3 | $11M | Buy |
94,244
+831
| +0.9% | +$96.7K | 0.4% | 73 |
|
|
2021
Q2 | $9.94M | Sell |
93,413
-1,022
| -1% | -$109K | 0.38% | 79 |
|
|
2021
Q1 | $10.1M | Sell |
94,435
-695
| -0.7% | -$74.3K | 0.42% | 72 |
|
|
2020
Q4 | $8.57M | Sell |
95,130
-992
| -1% | -$89.4K | 0.37% | 76 |
|
|
2020
Q3 | $7.38M | Sell |
96,122
-761
| -0.8% | -$58.4K | 0.35% | 79 |
|
|
2020
Q2 | $6.8M | Sell |
96,883
-2,902
| -3% | -$204K | 0.35% | 82 |
|
|
2020
Q1 | $6.54M | Sell |
99,785
-4,753
| -5% | -$312K | 0.4% | 79 |
|
|
2019
Q4 | $7.77M | Sell |
104,538
-6,051
| -5% | -$450K | 0.38% | 81 |
|
|
2019
Q3 | $8.37M | Sell |
110,589
-3,595
| -3% | -$272K | 0.43% | 72 |
|
|
2019
Q2 | $7.97M | Sell |
114,184
-120
| -0.1% | -$8.38K | 0.42% | 76 |
|
|
2019
Q1 | $7.11M | Sell |
114,304
-285
| -0.2% | -$17.7K | 0.38% | 81 |
|
|
2018
Q4 | $5.54M | Sell |
114,589
-3,040
| -3% | -$147K | 0.34% | 89 |
|
|
2018
Q3 | $7.44M | Sell |
117,629
-6,021
| -5% | -$381K | 0.39% | 82 |
|
|
2018
Q2 | $6.49M | Sell |
123,650
-1,154
| -0.9% | -$60.6K | 0.36% | 83 |
|
|
2018
Q1 | $6.11M | Sell |
124,804
-2,751
| -2% | -$135K | 0.34% | 86 |
|
|
2017
Q4 | $6.96M | Sell |
127,555
-10,257
| -7% | -$560K | 0.38% | 81 |
|
|
2017
Q3 | $6.64M | Sell |
137,812
-2,740
| -2% | -$132K | 0.4% | 81 |
|
|
2017
Q2 | $6.32M | Sell |
140,552
-10,917
| -7% | -$491K | 0.39% | 84 |
|
|
2017
Q1 | $6.93M | Sell |
151,469
-4,897
| -3% | -$224K | 0.44% | 71 |
|
|
2016
Q4 | $7.37M | Sell |
156,366
-20,790
| -12% | -$980K | 0.49% | 65 |
|
|
2016
Q3 | $7.58M | Sell |
177,156
-46,928
| -21% | -$2.01M | 0.51% | 65 |
|
|
2016
Q2 | $9.23M | Sell |
224,084
-28,052
| -11% | -$1.16M | 0.64% | 56 |
|
|
2016
Q1 | $9.08M | Sell |
252,136
-35,959
| -12% | -$1.3M | 0.62% | 59 |
|
|
2015
Q4 | $10M | Sell |
288,095
-35,683
| -11% | -$1.24M | 0.68% | 55 |
|
|
2015
Q3 | $10M | Buy |
323,778
+3,089
| +1% | +$95.6K | 0.72% | 49 |
|
|
2015
Q2 | $10.8M | Sell |
320,689
-4,654
| -1% | -$156K | 0.72% | 47 |
|
|
2015
Q1 | $12.2M | Buy |
325,343
+43,299
| +15% | +$1.62M | 0.8% | 46 |
|
|
2014
Q4 | $10.4M | Buy |
282,044
+35,290
| +14% | +$1.3M | 0.69% | 46 |
|
|
2014
Q3 | $9.96M | Buy |
246,754
+32,370
| +15% | +$1.31M | 0.68% | 47 |
|
|
2014
Q2 | $9.45M | Sell |
214,384
-5,193
| -2% | -$229K | 0.64% | 49 |
|
|
2014
Q1 | $11.5M | Sell |
219,577
-4,201
| -2% | -$221K | 0.81% | 45 |
|
|
2013
Q4 | $11.7M | Sell |
223,778
-7,230
| -3% | -$377K | 0.84% | 41 |
|
|
2013
Q3 | $11.1M | Sell |
231,008
-6,759
| -3% | -$325K | 0.89% | 39 |
|
|
2013
Q2 | $10.8M | Buy |
+237,767
| New | +$10.8M | 0.91% | 40 |
|