Global Retirement Partners’s Jacobs Solutions J Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$189K	Buy	1,424 +6	+0.4%	+$880	﹤0.01%	1512
2025 Q3	$212K	Sell	1,418 -11	-0.8%	-$1.58K	﹤0.01%	1139
2025 Q2	$188K	Buy	+1,429	New	+$176K	﹤0.01%	1128
2024 Q4	$187K	Sell	1,415 -85	-6%	-$11.7K	0.01%	986
2024 Q3	$194K	Sell	1,500 -293	-16%	-$35.3K	0.01%	922
2024 Q2	$207K	Buy	1,793 +6	+0.3%	+$704	0.01%	870
2024 Q1	$227K	Buy	1,787 +12	+0.7%	+$1.41K	0.01%	749
2023 Q4	$194K	Buy	1,775 +57	+3%	+$6.21K	0.01%	762
2023 Q3	$192K	Sell	1,718 -1,064	-38%	-$115K	0.01%	685
2023 Q2	$274K	Hold	2,782	–	–	0.01%	592
2023 Q1	$265K	Buy	2,782 +2,009	+260%	+$200K	0.01%	573
2022 Q4	$76.7K	Buy	773 +283	+58%	+$27.8K	0.01%	915
2022 Q3	$47K	Sell	490 -7	-1%	-$725	﹤0.01%	1037
2022 Q2	$52K	Sell	497 -5	-1%	-$560	﹤0.01%	982
2022 Q1	$57K	Buy	+502	New	+$53.9K	﹤0.01%	947
2021 Q4	–	Sell	-127	Closed	-$14K	–	1057
2021 Q3	$14K	Buy	127 +4	+3%	+$442	﹤0.01%	1318
2021 Q2	$14K	Hold	123	–	–	﹤0.01%	1299
2021 Q1	$13K	Hold	123	–	–	﹤0.01%	1226
2020 Q4	$11K	Buy	123 +1	+0.8%	+$85	﹤0.01%	1233
2020 Q3	$9K	Hold	122	–	–	﹤0.01%	1172
2020 Q2	$9K	Sell	122 -123	-50%	-$8.29K	﹤0.01%	1142
2020 Q1	$16K	Sell	245 -306	-56%	-$23K	﹤0.01%	869
2019 Q4	$41K	Sell	551 -300	-35%	-$22.7K	0.01%	693
2019 Q3	$64K	Sell	851 -904	-52%	-$64.7K	0.01%	565
2019 Q2	$122K	Buy	+1,755	New	+$113K	0.02%	420