Evoke Wealth’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 | $1.75M | Buy |
13,344
+849
| +7% | +$112K | 0.04% | 166 |
|
|
2025
Q1 | $1.5M | Sell |
12,495
-14
| -0.1% | -$1.68K | 0.04% | 161 |
|
|
2024
Q4 | $1.65M | Buy |
12,509
+89
| +0.7% | +$11.8K | 0.05% | 144 |
|
|
2024
Q3 | $1.61M | Buy |
+12,420
| New | +$1.61M | 0.04% | 143 |
|
|
2024
Q2 | – | Sell |
-14,893
| Closed | -$1.89M | – | 247 |
|
|
2024
Q1 | $1.89M | Buy |
+14,893
| New | +$1.89M | 0.06% | 117 |
|
|
2023
Q3 | – | Sell |
-14,811
| Closed | -$1.46M | – | 389 |
|
|
2023
Q2 | $1.46M | Hold |
14,811
| – | – | 0.05% | 134 |
|
|
2023
Q1 | $1.44M | Hold |
14,811
| – | – | 0.05% | 131 |
|
|
2022
Q4 | $1.47M | Buy |
14,811
+37
| +0.3% | +$3.68K | 0.05% | 136 |
|
|
2022
Q3 | $1.33M | Buy |
14,774
+14,508
| +5,454% | +$1.31M | 0.05% | 127 |
|
|
2022
Q2 | $28K | Hold |
266
| – | – | ﹤0.01% | 603 |
|
|
2022
Q1 | $30K | Buy |
266
+6
| +2% | +$677 | ﹤0.01% | 591 |
|
|
2021
Q4 | $30K | Buy |
260
+1
| +0.4% | +$115 | ﹤0.01% | 608 |
|
|
2021
Q3 | $28K | Hold |
259
| – | – | ﹤0.01% | 583 |
|
|
2021
Q2 | $29K | Sell |
259
-58
| -18% | -$6.49K | ﹤0.01% | 586 |
|
|
2021
Q1 | $34K | Buy |
317
+22
| +7% | +$2.36K | ﹤0.01% | 501 |
|
|
2020
Q4 | $27K | Hold |
295
| – | – | ﹤0.01% | 456 |
|
|
2020
Q3 | $23K | Hold |
295
| – | – | ﹤0.01% | 457 |
|
|
2020
Q2 | $21K | Sell |
295
-12
| -4% | -$854 | ﹤0.01% | 454 |
|
|
2020
Q1 | $20.1K | Sell |
307
-35
| -10% | -$2.3K | ﹤0.01% | 437 |
|
|
2019
Q4 | $25.4K | Hold |
342
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $25.9K | Buy |
+342
| New | +$25.9K | ﹤0.01% | 594 |
|