IFP 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 | $172K | Buy |
1,305
+519
| +66% | +$68.2K | ﹤0.01% | 1350 |
|
|
2025
Q1 | $94.1K | Sell |
786
-946
| -55% | -$113K | ﹤0.01% | 1563 |
|
|
2024
Q4 | $229K | Buy |
1,732
+955
| +123% | +$126K | 0.01% | 1065 |
|
|
2024
Q3 | $101K | Sell |
777
-87
| -10% | -$11.3K | ﹤0.01% | 1402 |
|
|
2024
Q2 | $99.9K | Sell |
864
-220
| -20% | -$25.4K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $138K | Sell |
1,084
-1,737
| -62% | -$221K | 0.01% | 1163 |
|
|
2023
Q4 | $303K | Buy |
2,821
+204
| +8% | +$21.9K | 0.01% | 768 |
|
|
2023
Q3 | $296K | Buy |
2,617
+94
| +4% | +$10.6K | 0.01% | 786 |
|
|
2023
Q2 | $248K | Buy |
2,523
+247
| +11% | +$24.3K | 0.01% | 915 |
|
|
2023
Q1 | $242K | Sell |
2,276
-1,143
| -33% | -$121K | 0.01% | 872 |
|
|
2022
Q4 | $363K | Buy |
3,419
+450
| +15% | +$47.8K | 0.01% | 1044 |
|
|
2022
Q3 | $171K | Buy |
2,969
+133
| +5% | +$7.66K | ﹤0.01% | 1506 |
|
|
2022
Q2 | $164K | Hold |
2,836
| – | – | 0.01% | 1398 |
|
|
2022
Q1 | $164K | Buy |
2,836
+1,036
| +58% | +$59.9K | 0.01% | 1398 |
|
|
2021
Q4 | $210K | Hold |
1,800
| – | – | ﹤0.01% | 912 |
|
|
2021
Q3 | $197K | Buy |
1,800
+136
| +8% | +$14.9K | ﹤0.01% | 924 |
|
|
2021
Q2 | $183K | Buy |
1,664
+1,359
| +446% | +$149K | ﹤0.01% | 949 |
|
|
2021
Q1 | $34K | Sell |
305
-1,240
| -80% | -$138K | ﹤0.01% | 1605 |
|
|
2020
Q4 | $142K | Buy |
1,545
+540
| +54% | +$49.6K | 0.01% | 961 |
|
|
2020
Q3 | $76K | Buy |
1,005
+27
| +3% | +$2.04K | ﹤0.01% | 1120 |
|
|
2020
Q2 | $70K | Buy |
978
+770
| +370% | +$55.1K | 0.01% | 1064 |
|
|
2020
Q1 | $13K | Hold |
208
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q4 | $15K | Hold |
208
| – | – | ﹤0.01% | 1750 |
|
|
2019
Q3 | $15K | Buy |
+208
| New | +$15K | ﹤0.01% | 1885 |
|
|
2019
Q1 | $7K | Sell |
115
-161
| -58% | -$9.8K | ﹤0.01% | 1754 |
|
|
2018
Q4 | $13K | Buy |
276
+26
| +10% | +$1.23K | ﹤0.01% | 2327 |
|
|
2018
Q3 | $16K | Sell |
250
-789
| -76% | -$50.5K | ﹤0.01% | 2553 |
|
|
2018
Q2 | $55K | Buy |
1,039
+181
| +21% | +$9.58K | ﹤0.01% | 1839 |
|
|
2018
Q1 | $47K | Hold |
858
| – | – | ﹤0.01% | 1852 |
|
|
2017
Q4 | $47K | Sell |
858
-132
| -13% | -$7.23K | ﹤0.01% | 1848 |
|
|
2017
Q3 | $48K | Sell |
990
-157
| -14% | -$7.61K | ﹤0.01% | 1999 |
|
|
2017
Q2 | $52K | Sell |
1,147
-79
| -6% | -$3.58K | ﹤0.01% | 1927 |
|
|
2017
Q1 | $56K | Sell |
1,226
-23
| -2% | -$1.05K | ﹤0.01% | 1841 |
|
|
2016
Q4 | $59K | Sell |
1,249
-33
| -3% | -$1.56K | ﹤0.01% | 1767 |
|
|
2016
Q3 | $55K | Sell |
1,282
-64
| -5% | -$2.75K | ﹤0.01% | 1743 |
|
|
2016
Q2 | $55K | Buy |
1,346
+1,231
| +1,070% | +$50.3K | ﹤0.01% | 1707 |
|
|
2016
Q1 | $7K | Sell |
115
-1,011
| -90% | -$61.5K | ﹤0.01% | 1754 |
|
|
2015
Q4 | $39K | Buy |
+1,126
| New | +$39K | ﹤0.01% | 1753 |
|