Global Retirement Partners’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 | $188K | Buy |
+1,429
| New | +$188K | ﹤0.01% | 1128 |
|
|
2024
Q4 | $187K | Sell |
1,415
-85
| -6% | -$11.2K | 0.01% | 986 |
|
|
2024
Q3 | $194K | Sell |
1,500
-293
| -16% | -$38K | 0.01% | 922 |
|
|
2024
Q2 | $207K | Buy |
1,793
+6
| +0.3% | +$693 | 0.01% | 870 |
|
|
2024
Q1 | $227K | Buy |
1,787
+12
| +0.7% | +$1.53K | 0.01% | 749 |
|
|
2023
Q4 | $194K | Buy |
1,775
+57
| +3% | +$6.23K | 0.01% | 762 |
|
|
2023
Q3 | $192K | Sell |
1,718
-1,064
| -38% | -$119K | 0.01% | 685 |
|
|
2023
Q2 | $274K | Hold |
2,782
| – | – | 0.01% | 592 |
|
|
2023
Q1 | $265K | Buy |
2,782
+2,009
| +260% | +$192K | 0.01% | 573 |
|
|
2022
Q4 | $76.7K | Buy |
773
+283
| +58% | +$28.1K | 0.01% | 915 |
|
|
2022
Q3 | $47K | Sell |
490
-7
| -1% | -$671 | ﹤0.01% | 1037 |
|
|
2022
Q2 | $52K | Sell |
497
-5
| -1% | -$523 | ﹤0.01% | 982 |
|
|
2022
Q1 | $57K | Buy |
+502
| New | +$57K | ﹤0.01% | 947 |
|
|
2021
Q4 | – | Sell |
-127
| Closed | -$14K | – | 1057 |
|
|
2021
Q3 | $14K | Buy |
127
+4
| +3% | +$441 | ﹤0.01% | 1318 |
|
|
2021
Q2 | $14K | Hold |
123
| – | – | ﹤0.01% | 1297 |
|
|
2021
Q1 | $13K | Hold |
123
| – | – | ﹤0.01% | 1222 |
|
|
2020
Q4 | $11K | Buy |
123
+1
| +0.8% | +$89 | ﹤0.01% | 1229 |
|
|
2020
Q3 | $9K | Hold |
122
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q2 | $9K | Sell |
122
-123
| -50% | -$9.07K | ﹤0.01% | 1142 |
|
|
2020
Q1 | $16K | Sell |
245
-306
| -56% | -$20K | ﹤0.01% | 868 |
|
|
2019
Q4 | $41K | Sell |
551
-300
| -35% | -$22.3K | 0.01% | 693 |
|
|
2019
Q3 | $64K | Sell |
851
-904
| -52% | -$68K | 0.01% | 565 |
|
|
2019
Q2 | $122K | Buy |
+1,755
| New | +$122K | 0.02% | 420 |
|