Independent Advisor Alliance’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 | $1.07M | Sell |
8,126
-935
| -10% | -$123K | 0.03% | 404 |
|
|
2025
Q1 | $1.08M | Sell |
9,061
-170
| -2% | -$20.3K | 0.04% | 363 |
|
|
2024
Q4 | $1.22M | Buy |
9,231
+363
| +4% | +$48K | 0.02% | 663 |
|
|
2024
Q3 | $1.15M | Buy |
8,868
+6,306
| +246% | +$817K | 0.04% | 308 |
|
|
2024
Q2 | $296K | Buy |
2,562
+527
| +26% | +$60.9K | 0.01% | 574 |
|
|
2024
Q1 | $259K | Buy |
+2,035
| New | +$259K | 0.01% | 608 |
|
|
2023
Q3 | – | Sell |
-2,216
| Closed | -$218K | – | 676 |
|
|
2023
Q2 | $218K | Buy |
+2,216
| New | +$218K | 0.01% | 602 |
|
|
2022
Q1 | – | Sell |
-1,787
| Closed | -$206K | – | 705 |
|
|
2021
Q4 | $206K | Sell |
1,787
-182
| -9% | -$21K | 0.01% | 625 |
|
|
2021
Q3 | $216K | Buy |
+1,969
| New | +$216K | 0.01% | 571 |
|