Creative Planning’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Buy |
46,406
+36,278
| +358% | +$633K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $275K | Buy |
10,128
+1,073
| +12% | +$29.2K | ﹤0.01% | 2822 |
|
|
2024
Q4 | $377K | Buy |
9,055
+3,889
| +75% | +$162K | ﹤0.01% | 2478 |
|
|
2024
Q3 | $240K | Sell |
5,166
-3,398
| -40% | -$158K | ﹤0.01% | 2706 |
|
|
2024
Q2 | $436K | Buy |
8,564
+4,832
| +129% | +$246K | ﹤0.01% | 2043 |
|
|
2024
Q1 | $256K | Buy |
3,732
+778
| +26% | +$53.3K | ﹤0.01% | 2368 |
|
|
2023
Q4 | $241K | Buy |
+2,954
| New | +$241K | ﹤0.01% | 2257 |
|
|
2023
Q3 | – | Sell |
-2,799
| Closed | -$273K | – | 2864 |
|
|
2023
Q2 | $273K | Buy |
+2,799
| New | +$273K | ﹤0.01% | 1973 |
|
|
2022
Q4 | – | Sell |
-3,134
| Closed | -$232K | – | 2428 |
|
|
2022
Q3 | $232K | Buy |
+3,134
| New | +$232K | ﹤0.01% | 1796 |
|
|
2022
Q2 | – | Sell |
-2,338
| Closed | -$218K | – | 2310 |
|
|
2022
Q1 | $218K | Buy |
2,338
+3
| +0.1% | +$280 | ﹤0.01% | 1836 |
|
|
2021
Q4 | $204K | Hold |
2,335
| – | – | ﹤0.01% | 1860 |
|
|
2021
Q3 | $227K | Hold |
2,335
| – | – | ﹤0.01% | 1783 |
|
|
2021
Q2 | $260K | Buy |
2,335
+307
| +15% | +$34.2K | ﹤0.01% | 1629 |
|
|
2021
Q1 | $223K | Buy |
+2,028
| New | +$223K | ﹤0.01% | 1973 |
|
|
2019
Q4 | – | Sell |
-2,226
| Closed | -$203K | – | 1915 |
|
|
2019
Q3 | $203K | Buy |
+2,226
| New | +$203K | ﹤0.01% | 1590 |
|
|
2019
Q1 | – | Sell |
-6,065
| Closed | -$471K | – | 1881 |
|
|
2018
Q4 | $471K | Buy |
+6,065
| New | +$471K | ﹤0.01% | 990 |
|
|
2018
Q1 | – | Sell |
-2,152
| Closed | -$211K | – | 1930 |
|
|
2017
Q4 | $211K | Sell |
2,152
-143
| -6% | -$14K | ﹤0.01% | 1559 |
|
|
2017
Q3 | $234K | Buy |
2,295
+5
| +0.2% | +$510 | ﹤0.01% | 1474 |
|
|
2017
Q2 | $226K | Buy |
2,290
+500
| +28% | +$49.3K | ﹤0.01% | 1437 |
|
|
2017
Q1 | $182K | Sell |
1,790
-1,600
| -47% | -$163K | ﹤0.01% | 1540 |
|
|
2016
Q4 | $378K | Sell |
3,390
-377
| -10% | -$42K | ﹤0.01% | 1058 |
|
|
2016
Q3 | $361K | Buy |
3,767
+720
| +24% | +$69K | ﹤0.01% | 1067 |
|
|
2016
Q2 | $262K | Sell |
3,047
-500
| -14% | -$43K | ﹤0.01% | 1110 |
|
|
2016
Q1 | $227K | Buy |
3,547
+1,266
| +56% | +$81K | ﹤0.01% | 1143 |
|
|
2015
Q4 | $175K | Buy |
2,281
+851
| +60% | +$65.3K | ﹤0.01% | 1271 |
|
|
2015
Q3 | $110K | Buy |
+1,430
| New | +$110K | ﹤0.01% | 1530 |
|
|
2015
Q2 | – | Sell |
-1,227
| Closed | -$118K | – | 1981 |
|
|
2015
Q1 | $118K | Sell |
1,227
-573
| -32% | -$55.1K | ﹤0.01% | 1479 |
|
|
2014
Q4 | $144K | Buy |
1,800
+1,000
| +125% | +$80K | ﹤0.01% | 1328 |
|
|
2014
Q3 | $55K | Hold |
800
| – | – | ﹤0.01% | 1843 |
|
|
2014
Q2 | $48K | Buy |
+800
| New | +$48K | ﹤0.01% | 1886 |
|
|
2013
Q3 | – | Sell |
-700
| Closed | -$28K | – | 3281 |
|
|
2013
Q2 | $28K | Buy |
+700
| New | +$28K | ﹤0.01% | 1721 |
|