Hyperion Capital Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,313
| Closed | -$300K | – | 117 |
|
|
2024
Q3 | $300K | Sell |
2,313
-456
| -16% | -$59.1K | 0.14% | 54 |
|
|
2024
Q2 | $320K | Hold |
2,769
| – | – | 0.15% | 47 |
|
|
2024
Q1 | $352K | Hold |
2,769
| – | – | 0.17% | 42 |
|
|
2023
Q4 | $297K | Buy |
+2,769
| New | +$297K | 0.16% | 49 |
|
|
2023
Q3 | – | Sell |
-2,239
| Closed | -$220K | – | 65 |
|
|
2023
Q2 | $220K | Buy |
+2,239
| New | +$220K | 0.12% | 58 |
|
|
2020
Q4 | – | Sell |
-6,023
| Closed | -$462K | – | 44 |
|
|
2020
Q3 | $462K | Buy |
6,023
+1,451
| +32% | +$111K | 0.22% | 29 |
|
|
2020
Q2 | $321K | Sell |
4,572
-905
| -17% | -$63.5K | 0.19% | 35 |
|
|
2020
Q1 | $359K | Sell |
5,477
-4,231
| -44% | -$277K | 0.25% | 32 |
|
|
2019
Q4 | $721K | Buy |
+9,708
| New | +$721K | 0.39% | 21 |
|