Kingsview Wealth Management’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 | $516K | Sell |
3,925
-23
| -0.6% | -$3.02K | 0.01% | 759 |
|
|
2025
Q1 | $473K | Sell |
3,948
-35
| -0.9% | -$4.19K | 0.01% | 740 |
|
|
2024
Q4 | $527K | Buy |
3,983
+296
| +8% | +$39.2K | 0.01% | 716 |
|
|
2024
Q3 | $478K | Sell |
3,687
-48
| -1% | -$6.22K | 0.01% | 736 |
|
|
2024
Q2 | $432K | Sell |
3,735
-25
| -0.7% | -$2.89K | 0.01% | 728 |
|
|
2024
Q1 | $478K | Buy |
3,760
+872
| +30% | +$111K | 0.01% | 674 |
|
|
2023
Q4 | $310K | Sell |
2,888
-380
| -12% | -$40.8K | 0.01% | 755 |
|
|
2023
Q3 | $369K | Sell |
3,268
-11
| -0.3% | -$1.24K | 0.01% | 698 |
|
|
2023
Q2 | $322K | Sell |
3,279
-786
| -19% | -$77.3K | 0.01% | 724 |
|
|
2023
Q1 | $395K | Sell |
4,065
-232
| -5% | -$22.5K | 0.02% | 641 |
|
|
2022
Q4 | $427K | Sell |
4,297
-232
| -5% | -$23K | 0.02% | 553 |
|
|
2022
Q3 | $406K | Buy |
4,529
+121
| +3% | +$10.8K | 0.02% | 551 |
|
|
2022
Q2 | $464K | Sell |
4,408
-114
| -3% | -$12K | 0.02% | 554 |
|
|
2022
Q1 | $515K | Sell |
4,522
-89
| -2% | -$10.1K | 0.02% | 564 |
|
|
2021
Q4 | $531K | Sell |
4,611
-60
| -1% | -$6.91K | 0.02% | 549 |
|
|
2021
Q3 | $512K | Sell |
4,671
-592
| -11% | -$64.9K | 0.02% | 537 |
|
|
2021
Q2 | $585K | Buy |
5,263
+1,554
| +42% | +$173K | 0.03% | 520 |
|
|
2021
Q1 | $399K | Buy |
3,709
+600
| +19% | +$64.5K | 0.02% | 566 |
|
|
2020
Q4 | $280K | Buy |
3,109
+14
| +0.5% | +$1.26K | 0.02% | 570 |
|
|
2020
Q3 | $237K | Hold |
3,095
| – | – | 0.02% | 528 |
|
|
2020
Q2 | $217K | Sell |
3,095
-57
| -2% | -$4K | 0.02% | 515 |
|
|
2020
Q1 | $207K | Sell |
3,152
-9
| -0.3% | -$591 | 0.03% | 420 |
|
|
2019
Q4 | $235K | Sell |
3,161
-23
| -0.7% | -$1.71K | 0.03% | 416 |
|
|
2019
Q3 | $241K | Buy |
+3,184
| New | +$241K | 0.04% | 371 |
|