Creative Planning’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.6K | Sell |
10,198
-54,109
| -84% | -$957K | ﹤0.01% | 3906 |
|
|
2025
Q4 | $1.22M | Sell |
64,307
-19,177
| -23% | -$347K | ﹤0.01% | 2123 |
|
|
2025
Q3 | $1.65M | Buy |
83,484
+37,078
| +80% | +$737K | ﹤0.01% | 1691 |
|
|
2025
Q2 | $810K | Buy |
46,406
+36,278
| +358% | +$816K | ﹤0.01% | 2041 |
|
|
2025
Q1 | $275K | Buy |
10,128
+1,073
| +12% | +$39.5K | ﹤0.01% | 2829 |
|
|
2024
Q4 | $377K | Buy |
9,055
+3,889
| +75% | +$179K | ﹤0.01% | 2485 |
|
|
2024
Q3 | $240K | Sell |
5,166
-3,398
| -40% | -$171K | ﹤0.01% | 2706 |
|
|
2024
Q2 | $436K | Buy |
8,564
+4,832
| +129% | +$271K | ﹤0.01% | 2051 |
|
|
2024
Q1 | $256K | Buy |
3,732
+778
| +26% | +$58.6K | ﹤0.01% | 2378 |
|
|
2023
Q4 | $241K | Buy |
+2,954
| New | +$209K | ﹤0.01% | 2264 |
|
|
2023
Q3 | – | Sell |
-2,799
| Closed | -$273K | – | 2972 |
|
|
2023
Q2 | $273K | Buy |
+2,799
| New | +$255K | ﹤0.01% | 1982 |
|
|
2022
Q4 | – | Sell |
-3,134
| Closed | -$232K | – | 2549 |
|
|
2022
Q3 | $232K | Buy |
+3,134
| New | +$238K | ﹤0.01% | 1808 |
|
|
2022
Q2 | – | Sell |
-2,338
| Closed | -$218K | – | 2413 |
|
|
2022
Q1 | $218K | Buy |
2,338
+3
| +0.1% | +$266 | ﹤0.01% | 1839 |
|
|
2021
Q4 | $204K | Hold |
2,335
| – | – | ﹤0.01% | 1860 |
|
|
2021
Q3 | $227K | Hold |
2,335
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q2 | $260K | Buy |
2,335
+307
| +15% | +$35.9K | ﹤0.01% | 1638 |
|
|
2021
Q1 | $223K | Buy |
+2,028
| New | +$206K | ﹤0.01% | 2010 |
|
|
2019
Q4 | – | Sell |
-2,226
| Closed | -$203K | – | 2058 |
|
|
2019
Q3 | $203K | Buy |
+2,226
| New | +$185K | ﹤0.01% | 1599 |
|
|
2019
Q1 | – | Sell |
-6,065
| Closed | -$471K | – | 2043 |
|
|
2018
Q4 | $471K | Buy |
+6,065
| New | +$493K | ﹤0.01% | 995 |
|
|
2018
Q1 | – | Sell |
-2,152
| Closed | -$211K | – | 2073 |
|
|
2017
Q4 | $211K | Sell |
2,152
-143
| -6% | -$14.5K | ﹤0.01% | 1569 |
|
|
2017
Q3 | $234K | Buy |
2,295
+5
| +0.2% | +$478 | ﹤0.01% | 1487 |
|
|
2017
Q2 | $226K | Buy |
2,290
+500
| +28% | +$51.6K | ﹤0.01% | 1449 |
|
|
2017
Q1 | $182K | Sell |
1,790
-1,600
| -47% | -$166K | ﹤0.01% | 1550 |
|
|
2016
Q4 | $378K | Sell |
3,390
-377
| -10% | -$38.5K | ﹤0.01% | 1065 |
|
|
2016
Q3 | $361K | Buy |
3,767
+720
| +24% | +$68.3K | ﹤0.01% | 1072 |
|
|
2016
Q2 | $262K | Sell |
3,047
-500
| -14% | -$37.8K | ﹤0.01% | 1115 |
|
|
2016
Q1 | $227K | Buy |
3,547
+1,266
| +56% | +$89K | ﹤0.01% | 1147 |
|
|
2015
Q4 | $175K | Buy |
2,281
+851
| +60% | +$64.6K | ﹤0.01% | 1281 |
|
|
2015
Q3 | $110K | Buy |
+1,430
| New | +$122K | ﹤0.01% | 1538 |
|
|
2015
Q2 | – | Sell |
-1,227
| Closed | -$118K | – | 2071 |
|
|
2015
Q1 | $118K | Sell |
1,227
-573
| -32% | -$51.9K | ﹤0.01% | 1489 |
|
|
2014
Q4 | $144K | Buy |
1,800
+1,000
| +125% | +$72.9K | ﹤0.01% | 1334 |
|
|
2014
Q3 | $55K | Hold |
800
| – | – | ﹤0.01% | 1857 |
|
|
2014
Q2 | $48K | Buy |
+800
| New | +$45.9K | ﹤0.01% | 1906 |
|
|
2013
Q3 | – | Sell |
-700
| Closed | -$28K | – | 3281 |
|
|
2013
Q2 | $28K | Buy |
+700
| New | +$25.7K | ﹤0.01% | 1721 |
|
Other funds holding JACK
CCM
BCC
NCM
VCM
IIA
