CSM Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55M | Buy |
65,042
+794
| +1% | +$104K | 0.25% | 109 |
|
|
2025
Q1 | $7.69M | Sell |
64,248
-20,897
| -25% | -$2.5M | 0.42% | 56 |
|
|
2024
Q4 | $11.3M | Sell |
85,145
-1,333
| -2% | -$176K | 0.53% | 41 |
|
|
2024
Q3 | $11.2M | Sell |
86,478
-21,715
| -20% | -$2.81M | 0.73% | 46 |
|
|
2024
Q2 | $12.5M | Sell |
108,193
-348
| -0.3% | -$40.2K | 0.88% | 33 |
|
|
2024
Q1 | $13.8M | Buy |
108,541
+1,227
| +1% | +$156K | 0.91% | 29 |
|
|
2023
Q4 | $11.5M | Sell |
107,314
-4,146
| -4% | -$445K | 0.83% | 31 |
|
|
2023
Q3 | $12.6M | Sell |
111,460
-4,521
| -4% | -$510K | 1.1% | 21 |
|
|
2023
Q2 | $11.4M | Sell |
115,981
-2,255
| -2% | -$222K | 0.86% | 33 |
|
|
2023
Q1 | $11.5M | Buy |
118,236
+8,342
| +8% | +$811K | 0.99% | 27 |
|
|
2022
Q4 | $10.9M | Buy |
109,894
+2,696
| +3% | +$268K | 1.04% | 26 |
|
|
2022
Q3 | $9.62M | Sell |
107,198
-18,020
| -14% | -$1.62M | 1.05% | 22 |
|
|
2022
Q2 | $13.2M | Buy |
125,218
+1,137
| +0.9% | +$120K | 1.2% | 15 |
|
|
2022
Q1 | $14.1M | Sell |
124,081
-9,866
| -7% | -$1.12M | 0.97% | 23 |
|
|
2021
Q4 | $15.4M | Buy |
133,947
+2,316
| +2% | +$267K | 1.02% | 25 |
|
|
2021
Q3 | $14.4M | Buy |
+131,631
| New | +$14.4M | 1.07% | 26 |
|