Clifford Swan Investment Counsel’s Jacobs Solutions J Stock Holding History

Clifford Swan Investment Counsel’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.81M	Sell	53,499 -295	-0.5%	-$40.1K	0.23%	105
2025 Q4	$7.13M	Sell	53,794 -367	-0.7%	-$53.8K	0.24%	100
2025 Q3	$8.12M	Sell	54,161 -349	-0.6%	-$50.2K	0.27%	95
2025 Q2	$7.17M	Sell	54,510 -2,183	-4%	-$269K	0.25%	95
2025 Q1	$6.79M	Sell	56,693 -402	-0.7%	-$51.8K	0.25%	96
2024 Q4	$7.55M	Sell	57,095 -1,561	-3%	-$215K	0.27%	90
2024 Q3	$7.6M	Sell	58,656 -12,488	-18%	-$1.5M	0.27%	89
2024 Q2	$8.22M	Sell	71,144 -701	-1%	-$82.2K	0.31%	84
2024 Q1	$9.14M	Sell	71,845 -4,407	-6%	-$517K	0.34%	80
2023 Q4	$8.19M	Sell	76,252 -782	-1%	-$85.1K	0.32%	82
2023 Q3	$8.7M	Sell	77,034 -825	-1%	-$88.9K	0.36%	79
2023 Q2	$7.66M	Sell	77,859 -2,328	-3%	-$222K	0.31%	87
2023 Q1	$7.79M	Sell	80,187 -3,375	-4%	-$337K	0.33%	88
2022 Q4	$8.3M	Sell	83,562 -673	-0.8%	-$66.1K	0.36%	82
2022 Q3	$7.56M	Sell	84,235 -8,064	-9%	-$836K	0.35%	78
2022 Q2	$9.71M	Hold	92,299	–	–	0.42%	71
2022 Q1	$10.5M	Sell	92,299 -1,592	-2%	-$171K	0.39%	74
2021 Q4	$10.8M	Sell	93,891 -353	-0.4%	-$40.8K	0.38%	76
2021 Q3	$11M	Buy	94,244 +831	+0.9%	+$91.9K	0.4%	73
2021 Q2	$9.94M	Sell	93,413 -1,022	-1%	-$116K	0.38%	79
2021 Q1	$10.1M	Sell	94,435 -695	-0.7%	-$66.3K	0.42%	72
2020 Q4	$8.57M	Sell	95,130 -992	-1%	-$84.1K	0.37%	76
2020 Q3	$7.38M	Sell	96,122 -761	-0.8%	-$55.6K	0.35%	79
2020 Q2	$6.8M	Sell	96,883 -2,902	-3%	-$196K	0.35%	82
2020 Q1	$6.54M	Sell	99,785 -4,753	-5%	-$357K	0.4%	79
2019 Q4	$7.77M	Sell	104,538 -6,051	-5%	-$458K	0.38%	81
2019 Q3	$8.37M	Sell	110,589 -3,595	-3%	-$257K	0.43%	72
2019 Q2	$7.97M	Sell	114,184 -120	-0.1%	-$7.75K	0.42%	76
2019 Q1	$7.11M	Sell	114,304 -285	-0.2%	-$16.1K	0.38%	81
2018 Q4	$5.54M	Sell	114,589 -3,040	-3%	-$174K	0.34%	89
2018 Q3	$7.44M	Sell	117,629 -6,021	-5%	-$353K	0.39%	82
2018 Q2	$6.49M	Sell	123,650 -1,154	-0.9%	-$59.3K	0.36%	83
2018 Q1	$6.11M	Sell	124,804 -2,751	-2%	-$146K	0.34%	86
2017 Q4	$6.96M	Sell	127,555 -10,257	-7%	-$526K	0.38%	81
2017 Q3	$6.64M	Sell	137,812 -2,740	-2%	-$122K	0.4%	81
2017 Q2	$6.32M	Sell	140,552 -10,917	-7%	-$485K	0.39%	84
2017 Q1	$6.93M	Sell	151,469 -4,897	-3%	-$232K	0.44%	71
2016 Q4	$7.37M	Sell	156,366 -20,790	-12%	-$957K	0.49%	65
2016 Q3	$7.58M	Sell	177,156 -46,928	-21%	-$2.03M	0.51%	65
2016 Q2	$9.23M	Sell	224,084 -28,052	-11%	-$1.11M	0.64%	56
2016 Q1	$9.08M	Sell	252,136 -35,959	-12%	-$1.17M	0.62%	59
2015 Q4	$10M	Sell	288,095 -35,683	-11%	-$1.22M	0.68%	55
2015 Q3	$10M	Buy	323,778 +3,089	+1%	+$103K	0.72%	49
2015 Q2	$10.8M	Sell	320,689 -4,654	-1%	-$170K	0.72%	47
2015 Q1	$12.2M	Buy	325,343 +43,299	+15%	+$1.52M	0.8%	46
2014 Q4	$10.4M	Buy	282,044 +35,290	+14%	+$1.35M	0.69%	46
2014 Q3	$9.96M	Buy	246,754 +32,370	+15%	+$1.41M	0.68%	47
2014 Q2	$9.45M	Sell	214,384 -5,193	-2%	-$247K	0.64%	49
2014 Q1	$11.5M	Sell	219,577 -4,201	-2%	-$216K	0.81%	45
2013 Q4	$11.7M	Sell	223,778 -7,230	-3%	-$358K	0.84%	41
2013 Q3	$11.1M	Sell	231,008 -6,759	-3%	-$329K	0.89%	39
2013 Q2	$10.8M	Buy	+237,767	New	+$10.6M	0.91%	40