Dana Investment 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
Q1 | – | Sell |
-1,750
| Closed | -$232K | – | 551 |
|
2024
Q4 | $232K | Sell |
1,750
-505
| -22% | -$66.8K | 0.01% | 519 |
|
2024
Q3 | $292K | Sell |
2,255
-1,351
| -37% | -$175K | 0.01% | 496 |
|
2024
Q2 | $417K | Hold |
3,606
| – | – | 0.01% | 451 |
|
2024
Q1 | $459K | Buy |
3,606
+544
| +18% | +$69.2K | 0.02% | 446 |
|
2023
Q4 | $329K | Sell |
3,062
-194
| -6% | -$20.8K | 0.02% | 365 |
|
2023
Q3 | $368K | Buy |
+3,256
| New | +$368K | 0.02% | 348 |
|