Great Lakes Retirement’s Jacobs Solutions J Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-18,927	Closed	-$2.51M	–	231
2025 Q4	$2.51M	Buy	18,927 +580	+3%	+$85.1K	0.26%	79
2025 Q3	$2.75M	Buy	18,347 +1,251	+7%	+$180K	0.3%	73
2025 Q2	$2.25M	Buy	17,096 +1,056	+7%	+$130K	0.27%	86
2025 Q1	$1.92M	Buy	16,040 +789	+5%	+$102K	0.25%	94
2024 Q4	$2.02M	Buy	15,251 +160	+1%	+$22K	0.26%	93
2024 Q3	$1.96M	Sell	15,091 -2,197	-13%	-$265K	0.25%	95
2024 Q2	$2M	Buy	17,288 +5,797	+50%	+$680K	0.27%	78
2024 Q1	$1.46M	Buy	11,491 +377	+3%	+$44.2K	0.22%	97
2023 Q4	$1.19M	Buy	11,114 +562	+5%	+$61.2K	0.2%	111
2023 Q3	$1.19M	Buy	10,552 +180	+2%	+$19.4K	0.21%	101
2023 Q2	$1.02M	Buy	10,372 +392	+4%	+$37.4K	0.18%	114
2023 Q1	$970K	Buy	9,980 +88	+0.9%	+$8.78K	0.18%	116
2022 Q4	$982K	Buy	+9,892	New	+$971K	0.25%	70