IFP Advisors’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$109 | – | 3376 |
|
|
2025
Q1 | – | Hold |
0
| – | -$167 | – | 3825 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3828 |
|
|
2023
Q3 | – | Sell |
-6,673
| Closed | -$651K | – | 3441 |
|
|
2023
Q2 | $651K | Buy |
+6,673
| New | +$651K | 0.03% | 560 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$2K | – | 3374 |
|
|
2021
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 2808 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3717 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3627 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3496 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3374 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3230 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3193 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3234 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3352 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$2K | – | 3917 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 3504 |
|
|
2017
Q4 | $2K | Sell |
25
-259
| -91% | -$20.7K | ﹤0.01% | 3504 |
|
|
2017
Q3 | $29K | Hold |
284
| – | – | ﹤0.01% | 2335 |
|
|
2017
Q2 | $28K | Buy |
284
+59
| +26% | +$5.82K | ﹤0.01% | 2346 |
|
|
2017
Q1 | $23K | Sell |
225
-5
| -2% | -$511 | ﹤0.01% | 2378 |
|
|
2016
Q4 | $26K | Hold |
230
| – | – | ﹤0.01% | 2270 |
|
|
2016
Q3 | $22K | Buy |
230
+30
| +15% | +$2.87K | ﹤0.01% | 2330 |
|
|
2016
Q2 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 2438 |
|
|
2016
Q1 | – | Sell |
-16
| Closed | -$1K | – | 2898 |
|
|
2015
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 3509 |
|