Farther Finance 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 | $625K | Buy |
4,751
+510
| +12% | +$67K | 0.01% | 805 |
|
2025
Q1 | $512K | Buy |
4,241
+1,635
| +63% | +$197K | 0.01% | 774 |
|
2024
Q4 | $345K | Buy |
2,606
+332
| +15% | +$43.9K | 0.01% | 743 |
|
2024
Q3 | $297K | Buy |
2,274
+1,671
| +277% | +$218K | 0.01% | 832 |
|
2024
Q2 | $69K | Sell |
603
-90
| -13% | -$10.3K | ﹤0.01% | 1273 |
|
2024
Q1 | $86.7K | Buy |
693
+183
| +36% | +$22.9K | 0.01% | 987 |
|
2023
Q4 | $54.8K | Buy |
510
+63
| +14% | +$6.77K | ﹤0.01% | 1004 |
|
2023
Q3 | $50.5K | Buy |
447
+235
| +111% | +$26.6K | 0.01% | 768 |
|
2023
Q2 | $20.8K | Buy |
212
+10
| +5% | +$981 | ﹤0.01% | 989 |
|
2023
Q1 | $19.6K | Hold |
202
| – | – | 0.01% | 915 |
|
2022
Q4 | $20.1K | Buy |
+202
| New | +$20.1K | 0.01% | 739 |
|