JFA
JNBA Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Sell |
1,779
-15
| -0.8% | -$11.1K | 0.13% | 79 |
|
2025
Q1 | $1.03M | Sell |
1,794
-210
| -10% | -$121K | 0.11% | 84 |
|
2024
Q4 | $1.17M | Sell |
2,004
-27
| -1% | -$15.8K | 0.12% | 79 |
|
2024
Q3 | $1.16M | Sell |
2,031
-124
| -6% | -$71K | 0.12% | 81 |
|
2024
Q2 | $1.09M | Sell |
2,155
-46
| -2% | -$23.2K | 0.11% | 86 |
|
2024
Q1 | $1.07M | Sell |
2,201
-65
| -3% | -$31.6K | 0.11% | 90 |
|
2023
Q4 | $802K | Sell |
2,266
-25
| -1% | -$8.85K | 0.09% | 110 |
|
2023
Q3 | $688K | Hold |
2,291
| – | – | 0.09% | 113 |
|
2023
Q2 | $657K | Hold |
2,291
| – | – | 0.08% | 116 |
|
2023
Q1 | $486K | Buy |
2,291
+150
| +7% | +$31.8K | 0.06% | 130 |
|
2022
Q4 | $258K | Sell |
2,141
-201
| -9% | -$24.2K | 0.04% | 169 |
|
2022
Q3 | $318K | Buy |
2,342
+243
| +12% | +$33K | 0.05% | 149 |
|
2022
Q2 | $338K | Buy |
2,099
+558
| +36% | +$89.9K | 0.05% | 144 |
|
2022
Q1 | $343K | Buy |
1,541
+136
| +10% | +$30.3K | 0.05% | 152 |
|
2021
Q4 | $472K | Sell |
1,405
-91
| -6% | -$30.6K | 0.06% | 133 |
|
2021
Q3 | $508K | Buy |
1,496
+301
| +25% | +$102K | 0.07% | 122 |
|
2021
Q2 | $416K | Buy |
1,195
+25
| +2% | +$8.7K | 0.06% | 134 |
|
2021
Q1 | $345K | Buy |
1,170
+2
| +0.2% | +$590 | 0.05% | 145 |
|
2020
Q4 | $319K | Sell |
1,168
-18
| -2% | -$4.92K | 0.05% | 138 |
|
2020
Q3 | $311K | Sell |
1,186
-26
| -2% | -$6.82K | 0.06% | 122 |
|
2020
Q2 | $275K | Sell |
1,212
-6
| -0.5% | -$1.36K | 0.06% | 125 |
|
2020
Q1 | $203K | Hold |
1,218
| – | – | 0.05% | 138 |
|
2019
Q4 | $250K | Hold |
1,218
| – | – | 0.05% | 143 |
|
2019
Q3 | $217K | Sell |
1,218
-1,087
| -47% | -$194K | 0.04% | 141 |
|
2019
Q2 | $445K | Sell |
2,305
-100
| -4% | -$19.3K | 0.09% | 101 |
|
2019
Q1 | $401K | Sell |
2,405
-140
| -6% | -$23.3K | 0.09% | 103 |
|
2018
Q4 | $334K | Buy |
2,545
+2,363
| +1,298% | +$310K | 0.08% | 104 |
|
2018
Q3 | $30K | Sell |
182
-5,372
| -97% | -$885K | 0.01% | 271 |
|
2018
Q2 | $1.08M | Sell |
5,554
-100
| -2% | -$19.4K | 0.23% | 50 |
|
2018
Q1 | $903K | Sell |
5,654
-407
| -7% | -$65K | 0.19% | 59 |
|
2017
Q4 | $1.07M | Hold |
6,061
| – | – | 0.23% | 49 |
|
2017
Q3 | $1.04M | Buy |
6,061
+1,000
| +20% | +$171K | 0.23% | 47 |
|
2017
Q2 | $764K | Sell |
5,061
-214
| -4% | -$32.3K | 0.17% | 57 |
|
2017
Q1 | $749K | Buy |
5,275
+1,855
| +54% | +$263K | 0.18% | 58 |
|
2016
Q4 | $393K | Sell |
3,420
-2,172
| -39% | -$250K | 0.1% | 83 |
|
2016
Q3 | $717K | Buy |
5,592
+5,541
| +10,865% | +$710K | 0.1% | 64 |
|
2016
Q2 | $6K | Sell |
51
-28
| -35% | -$3.29K | ﹤0.01% | 396 |
|
2016
Q1 | $9K | Buy |
79
+28
| +55% | +$3.19K | ﹤0.01% | 360 |
|
2015
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 405 |
|
2015
Q3 | $5K | Sell |
51
-150
| -75% | -$14.7K | ﹤0.01% | 408 |
|
2015
Q2 | $17K | Hold |
201
| – | – | 0.01% | 302 |
|
2015
Q1 | $17K | Sell |
201
-150
| -43% | -$12.7K | 0.01% | 309 |
|
2014
Q4 | $27K | Hold |
351
| – | – | 0.01% | 255 |
|
2014
Q3 | $28K | Buy |
351
+51
| +17% | +$4.07K | 0.01% | 249 |
|
2014
Q2 | $20K | Sell |
300
-2,500
| -89% | -$167K | 0.01% | 272 |
|
2014
Q1 | $169K | Sell |
2,800
-3,120
| -53% | -$188K | 0.09% | 96 |
|
2013
Q4 | $324K | Sell |
5,920
-4,305
| -42% | -$236K | 0.18% | 65 |
|
2013
Q3 | $514K | Sell |
10,225
-1,725
| -14% | -$86.7K | 0.32% | 43 |
|
2013
Q2 | $297K | Buy |
+11,950
| New | +$297K | 0.2% | 61 |
|