JFA
JNBA Financial Advisors’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Buy |
15,258
+95
| +0.6% | +$6.59K | 0.1% | 88 |
|
2025
Q1 | $936K | Sell |
15,163
-1,619
| -10% | -$99.9K | 0.1% | 90 |
|
2024
Q4 | $993K | Sell |
16,782
-155
| -0.9% | -$9.18K | 0.1% | 88 |
|
2024
Q3 | $901K | Sell |
16,937
-2,521
| -13% | -$134K | 0.09% | 94 |
|
2024
Q2 | $924K | Sell |
19,458
-1,107
| -5% | -$52.6K | 0.1% | 94 |
|
2024
Q1 | $1.03M | Sell |
20,565
-750
| -4% | -$37.4K | 0.11% | 92 |
|
2023
Q4 | $1.08M | Sell |
21,315
-23
| -0.1% | -$1.16K | 0.12% | 92 |
|
2023
Q3 | $1.15M | Sell |
21,338
-238
| -1% | -$12.8K | 0.14% | 86 |
|
2023
Q2 | $1.12M | Buy |
21,576
+641
| +3% | +$33.2K | 0.13% | 91 |
|
2023
Q1 | $1.09M | Buy |
20,935
+97
| +0.5% | +$5.07K | 0.14% | 89 |
|
2022
Q4 | $993K | Sell |
20,838
-2,380
| -10% | -$113K | 0.14% | 96 |
|
2022
Q3 | $929K | Buy |
23,218
+75
| +0.3% | +$3K | 0.14% | 94 |
|
2022
Q2 | $987K | Sell |
23,143
-694
| -3% | -$29.6K | 0.15% | 88 |
|
2022
Q1 | $1.33M | Sell |
23,837
-155
| -0.6% | -$8.64K | 0.18% | 80 |
|
2021
Q4 | $1.52M | Buy |
23,992
+304
| +1% | +$19.3K | 0.19% | 76 |
|
2021
Q3 | $1.29M | Sell |
23,688
-42
| -0.2% | -$2.29K | 0.17% | 79 |
|
2021
Q2 | $1.26M | Hold |
23,730
| – | – | 0.17% | 80 |
|
2021
Q1 | $1.23M | Buy |
23,730
+1,546
| +7% | +$79.9K | 0.18% | 76 |
|
2020
Q4 | $993K | Buy |
22,184
+128
| +0.6% | +$5.73K | 0.16% | 82 |
|
2020
Q3 | $869K | Hold |
22,056
| – | – | 0.18% | 80 |
|
2020
Q2 | $1.03M | Sell |
22,056
-345
| -2% | -$16.1K | 0.22% | 74 |
|
2020
Q1 | $881K | Sell |
22,401
-188
| -0.8% | -$7.39K | 0.21% | 72 |
|
2019
Q4 | $1.08M | Buy |
22,589
+424
| +2% | +$20.3K | 0.21% | 76 |
|
2019
Q3 | $1.1M | Buy |
22,165
+855
| +4% | +$42.2K | 0.22% | 65 |
|
2019
Q2 | $1.17M | Buy |
21,310
+873
| +4% | +$47.8K | 0.24% | 59 |
|
2019
Q1 | $1.1M | Buy |
20,437
+5,382
| +36% | +$290K | 0.24% | 57 |
|
2018
Q4 | $652K | Sell |
15,055
-21,932
| -59% | -$950K | 0.15% | 74 |
|
2018
Q3 | $1.8M | Buy |
36,987
+19,981
| +117% | +$972K | 0.81% | 41 |
|
2018
Q2 | $732K | Buy |
17,006
+909
| +6% | +$39.1K | 0.15% | 73 |
|
2018
Q1 | $690K | Sell |
16,097
-8,125
| -34% | -$348K | 0.15% | 70 |
|
2017
Q4 | $928K | Sell |
24,222
-549
| -2% | -$21K | 0.2% | 56 |
|
2017
Q3 | $833K | Buy |
24,771
+1,000
| +4% | +$33.6K | 0.19% | 54 |
|
2017
Q2 | $744K | Sell |
23,771
-400
| -2% | -$12.5K | 0.17% | 59 |
|
2017
Q1 | $817K | Buy |
24,171
+664
| +3% | +$22.4K | 0.19% | 54 |
|
2016
Q4 | $710K | Sell |
23,507
-16,688
| -42% | -$504K | 0.17% | 57 |
|
2016
Q3 | $1.28M | Buy |
40,195
+13,370
| +50% | +$424K | 0.19% | 41 |
|
2016
Q2 | $770K | Buy |
26,825
+428
| +2% | +$12.3K | 0.22% | 46 |
|
2016
Q1 | $752K | Sell |
26,397
-3,865
| -13% | -$110K | 0.27% | 45 |
|
2015
Q4 | $822K | Buy |
30,262
+660
| +2% | +$17.9K | 0.31% | 39 |
|
2015
Q3 | $777K | Hold |
29,602
| – | – | 0.33% | 37 |
|
2015
Q2 | $813K | Sell |
29,602
-900
| -3% | -$24.7K | 0.31% | 38 |
|
2015
Q1 | $840K | Sell |
30,502
-1,935
| -6% | -$53.3K | 0.32% | 37 |
|
2014
Q4 | $902K | Sell |
32,437
-1,955
| -6% | -$54.4K | 0.36% | 36 |
|
2014
Q3 | $866K | Sell |
34,392
-974
| -3% | -$24.5K | 0.39% | 35 |
|
2014
Q2 | $879K | Sell |
35,366
-1,945
| -5% | -$48.3K | 0.43% | 37 |
|
2014
Q1 | $836K | Sell |
37,311
-3,590
| -9% | -$80.4K | 0.44% | 33 |
|
2013
Q4 | $917K | Buy |
40,901
+805
| +2% | +$18K | 0.5% | 32 |
|
2013
Q3 | $939K | Sell |
40,096
-1,000
| -2% | -$23.4K | 0.59% | 28 |
|
2013
Q2 | $1M | Buy |
+41,096
| New | +$1M | 0.69% | 28 |
|