Kestra Private Wealth Services’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 | $568K | Buy |
4,321
+59
| +1% | +$7.76K | 0.01% | 969 |
|
2025
Q1 | $510K | Buy |
4,262
+109
| +3% | +$13K | 0.01% | 943 |
|
2024
Q4 | $549K | Sell |
4,153
-777
| -16% | -$103K | 0.01% | 883 |
|
2024
Q3 | $639K | Sell |
4,930
-1,054
| -18% | -$137K | 0.01% | 778 |
|
2024
Q2 | $692K | Buy |
5,984
+114
| +2% | +$13.2K | 0.01% | 707 |
|
2024
Q1 | $746K | Sell |
5,870
-1,574
| -21% | -$200K | 0.02% | 645 |
|
2023
Q4 | $799K | Buy |
7,444
+691
| +10% | +$74.2K | 0.02% | 583 |
|
2023
Q3 | $762K | Buy |
6,753
+202
| +3% | +$22.8K | 0.02% | 534 |
|
2023
Q2 | $644K | Buy |
6,551
+577
| +10% | +$56.7K | 0.02% | 556 |
|
2023
Q1 | $581K | Buy |
5,974
+619
| +12% | +$60.2K | 0.02% | 559 |
|
2022
Q4 | $532K | Sell |
5,355
-216
| -4% | -$21.4K | 0.03% | 507 |
|
2022
Q3 | $500K | Sell |
5,571
-197
| -3% | -$17.7K | 0.03% | 496 |
|
2022
Q2 | $607K | Buy |
5,768
+151
| +3% | +$15.9K | 0.03% | 450 |
|
2022
Q1 | $640K | Sell |
5,617
-185
| -3% | -$21.1K | 0.03% | 497 |
|
2021
Q4 | $668K | Buy |
5,802
+266
| +5% | +$30.6K | 0.03% | 500 |
|
2021
Q3 | $607K | Buy |
5,536
+1,945
| +54% | +$213K | 0.03% | 489 |
|
2021
Q2 | $396K | Buy |
3,591
+1,237
| +53% | +$136K | 0.02% | 573 |
|
2021
Q1 | $252K | Buy |
+2,354
| New | +$252K | 0.02% | 662 |
|