Concourse Financial Group Securities’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,671
| Closed | -$234K | – | 4268 |
|
|
2024
Q4 | $234K | Buy |
1,671
+117
| +8% | +$16.4K | 0.01% | 675 |
|
|
2024
Q3 | $201K | Buy |
1,554
+534
| +52% | +$69.2K | 0.01% | 712 |
|
|
2024
Q2 | $118K | Sell |
1,020
-930
| -48% | -$108K | 0.01% | 875 |
|
|
2024
Q1 | $248K | Buy |
1,950
+297
| +18% | +$37.8K | 0.02% | 611 |
|
|
2023
Q4 | $177K | Buy |
1,653
+1,091
| +194% | +$117K | 0.01% | 688 |
|
|
2023
Q3 | $63.5K | Buy |
562
+217
| +63% | +$24.5K | ﹤0.01% | 988 |
|
|
2023
Q2 | $33.9K | Sell |
345
-81
| -19% | -$7.96K | ﹤0.01% | 1238 |
|
|
2023
Q1 | $41.4K | Sell |
426
-47
| -10% | -$4.56K | ﹤0.01% | 1175 |
|
|
2022
Q4 | $46.9K | Buy |
473
+26
| +6% | +$2.58K | ﹤0.01% | 1101 |
|
|
2022
Q3 | $40K | Sell |
447
-8
| -2% | -$716 | ﹤0.01% | 1039 |
|
|
2022
Q2 | $48K | Hold |
455
| – | – | ﹤0.01% | 1106 |
|
|
2022
Q1 | $52K | Sell |
455
-106
| -19% | -$12.1K | ﹤0.01% | 1126 |
|
|
2021
Q4 | $65K | Sell |
561
-73
| -12% | -$8.46K | ﹤0.01% | 1179 |
|
|
2021
Q3 | $69K | Hold |
634
| – | – | ﹤0.01% | 1166 |
|
|
2021
Q2 | $70K | Hold |
634
| – | – | ﹤0.01% | 1143 |
|
|
2021
Q1 | $68K | Hold |
634
| – | – | ﹤0.01% | 1110 |
|
|
2020
Q4 | $57K | Hold |
634
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q3 | $49K | Sell |
634
-54
| -8% | -$4.17K | ﹤0.01% | 1075 |
|
|
2020
Q2 | $48K | Hold |
688
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q1 | $45K | Sell |
688
-888
| -56% | -$58.1K | 0.01% | 946 |
|
|
2019
Q4 | $117K | Buy |
1,576
+408
| +35% | +$30.3K | 0.01% | 657 |
|
|
2019
Q3 | $88K | Sell |
1,168
-913
| -44% | -$68.8K | 0.02% | 463 |
|
|
2019
Q2 | $145K | Buy |
2,081
+488
| +31% | +$34K | 0.01% | 565 |
|
|
2019
Q1 | $99K | Buy |
1,593
+765
| +92% | +$47.5K | 0.01% | 687 |
|
|
2018
Q4 | $40K | Buy |
828
+615
| +289% | +$29.7K | ﹤0.01% | 893 |
|
|
2018
Q3 | $13K | Buy |
+213
| New | +$13K | ﹤0.01% | 1008 |
|