Jacobi Capital Management’s Artesian Resources ARTNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
10,486
+722
| +7% | +$24.2K | 0.02% | 466 |
|
|
2025
Q1 | $319K | Buy |
9,764
+1,729
| +22% | +$56.5K | 0.02% | 464 |
|
|
2024
Q4 | $254K | Sell |
8,035
-2,236
| -22% | -$70.7K | 0.02% | 511 |
|
|
2024
Q3 | $382K | Buy |
10,271
+216
| +2% | +$8.03K | 0.03% | 406 |
|
|
2024
Q2 | $354K | Sell |
10,055
-269
| -3% | -$9.46K | 0.03% | 379 |
|
|
2024
Q1 | $383K | Buy |
10,324
+411
| +4% | +$15.3K | 0.04% | 348 |
|
|
2023
Q4 | $411K | Buy |
9,913
+264
| +3% | +$10.9K | 0.04% | 326 |
|
|
2023
Q3 | $405K | Buy |
9,649
+61
| +0.6% | +$2.56K | 0.05% | 304 |
|
|
2023
Q2 | $453K | Buy |
9,588
+72
| +0.8% | +$3.4K | 0.05% | 288 |
|
|
2023
Q1 | $527K | Buy |
9,516
+176
| +2% | +$9.74K | 0.06% | 260 |
|
|
2022
Q4 | $547K | Buy |
9,340
+43
| +0.5% | +$2.52K | 0.07% | 247 |
|
|
2022
Q3 | $447K | Buy |
9,297
+42
| +0.5% | +$2.02K | 0.06% | 263 |
|
|
2022
Q2 | $455K | Buy |
9,255
+1,048
| +13% | +$51.5K | 0.06% | 267 |
|
|
2022
Q1 | $398K | Buy |
8,207
+2,112
| +35% | +$102K | 0.05% | 300 |
|
|
2021
Q4 | $282K | Buy |
+6,095
| New | +$282K | 0.03% | 359 |
|