Creative Planning’s J&J Snack Foods JJSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
18,083
+11,289
| +166% | +$1.28M | ﹤0.01% | 1287 |
|
|
2025
Q1 | $895K | Buy |
6,794
+2,245
| +49% | +$296K | ﹤0.01% | 1796 |
|
|
2024
Q4 | $706K | Sell |
4,549
-134
| -3% | -$20.8K | ﹤0.01% | 1911 |
|
|
2024
Q3 | $806K | Buy |
4,683
+86
| +2% | +$14.8K | ﹤0.01% | 1695 |
|
|
2024
Q2 | $746K | Buy |
4,597
+1,945
| +73% | +$316K | ﹤0.01% | 1623 |
|
|
2024
Q1 | $383K | Sell |
2,652
-250
| -9% | -$36.1K | ﹤0.01% | 2043 |
|
|
2023
Q4 | $485K | Buy |
2,902
+449
| +18% | +$75K | ﹤0.01% | 1730 |
|
|
2023
Q3 | $401K | Buy |
2,453
+832
| +51% | +$136K | ﹤0.01% | 1715 |
|
|
2023
Q2 | $257K | Buy |
+1,621
| New | +$257K | ﹤0.01% | 2023 |
|
|
2021
Q2 | – | Sell |
-4,453
| Closed | -$699K | – | 2169 |
|
|
2021
Q1 | $699K | Sell |
4,453
-126
| -3% | -$19.8K | ﹤0.01% | 1207 |
|
|
2020
Q4 | $711K | Sell |
4,579
-500
| -10% | -$77.6K | ﹤0.01% | 1107 |
|
|
2020
Q3 | $662K | Sell |
5,079
-1,000
| -16% | -$130K | ﹤0.01% | 975 |
|
|
2020
Q2 | $773K | Hold |
6,079
| – | – | ﹤0.01% | 830 |
|
|
2020
Q1 | $736K | Buy |
6,079
+702
| +13% | +$85K | ﹤0.01% | 764 |
|
|
2019
Q4 | $991K | Buy |
5,377
+19
| +0.4% | +$3.5K | ﹤0.01% | 790 |
|
|
2019
Q3 | $1.03M | Sell |
5,358
-600
| -10% | -$115K | ﹤0.01% | 739 |
|
|
2019
Q2 | $959K | Sell |
5,958
-500
| -8% | -$80.5K | ﹤0.01% | 769 |
|
|
2019
Q1 | $1.03M | Sell |
6,458
-39
| -0.6% | -$6.2K | ﹤0.01% | 726 |
|
|
2018
Q4 | $939K | Buy |
6,497
+39
| +0.6% | +$5.64K | ﹤0.01% | 692 |
|
|
2018
Q3 | $974K | Hold |
6,458
| – | – | ﹤0.01% | 769 |
|
|
2018
Q2 | $985K | Sell |
6,458
-850
| -12% | -$130K | ﹤0.01% | 750 |
|
|
2018
Q1 | $998K | Buy |
7,308
+850
| +13% | +$116K | ﹤0.01% | 735 |
|
|
2017
Q4 | $981K | Sell |
6,458
-400
| -6% | -$60.8K | ﹤0.01% | 736 |
|
|
2017
Q3 | $900K | Buy |
6,858
+106
| +2% | +$13.9K | ﹤0.01% | 764 |
|
|
2017
Q2 | $892K | Buy |
6,752
+6,324
| +1,478% | +$835K | ﹤0.01% | 738 |
|
|
2017
Q1 | $58K | Buy |
428
+28
| +7% | +$3.79K | ﹤0.01% | 2346 |
|
|
2016
Q4 | $53K | Sell |
400
-32
| -7% | -$4.24K | ﹤0.01% | 2334 |
|
|
2016
Q3 | $51K | Buy |
432
+32
| +8% | +$3.78K | ﹤0.01% | 2322 |
|
|
2016
Q2 | $48K | Hold |
400
| – | – | ﹤0.01% | 2146 |
|
|
2016
Q1 | $43K | Sell |
400
-100
| -20% | -$10.8K | ﹤0.01% | 2195 |
|
|
2015
Q4 | $58K | Buy |
500
+100
| +25% | +$11.6K | ﹤0.01% | 1977 |
|
|
2015
Q3 | $45K | Buy |
+400
| New | +$45K | ﹤0.01% | 2107 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$43K | – | 1990 |
|
|
2015
Q1 | $43K | Sell |
400
-184
| -32% | -$19.8K | ﹤0.01% | 2106 |
|
|
2014
Q4 | $64K | Buy |
+584
| New | +$64K | ﹤0.01% | 1821 |
|
|
2014
Q3 | – | Sell |
-35
| Closed | -$3K | – | 3924 |
|
|
2014
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 3304 |
|