KFS
Kurt F. Somerville’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
2,803
-51
| -2% | -$6.7K | 0.06% | 88 |
|
|
2025
Q1 | $345K | Sell |
2,854
-140
| -5% | -$16.9K | 0.06% | 87 |
|
|
2024
Q4 | $400K | Buy |
2,994
+154
| +5% | +$20.6K | 0.07% | 71 |
|
|
2024
Q3 | $372K | Sell |
2,840
-50
| -2% | -$6.55K | 0.06% | 79 |
|
|
2024
Q2 | $404K | Sell |
2,890
-225
| -7% | -$31.4K | 0.07% | 76 |
|
|
2024
Q1 | $479K | Sell |
3,115
-420
| -12% | -$64.6K | 0.08% | 73 |
|
|
2023
Q4 | $459K | Hold |
3,535
| – | – | 0.09% | 69 |
|
|
2023
Q3 | $483K | Sell |
3,535
-420
| -11% | -$57.3K | 0.1% | 76 |
|
|
2023
Q2 | $470K | Sell |
3,955
-125
| -3% | -$14.9K | 0.09% | 76 |
|
|
2023
Q1 | $479K | Sell |
4,080
-320
| -7% | -$37.6K | 0.09% | 77 |
|
|
2022
Q4 | $528K | Hold |
4,400
| – | – | 0.1% | 78 |
|
|
2022
Q3 | $477K | Sell |
4,400
-10
| -0.2% | -$1.08K | 0.1% | 79 |
|
|
2022
Q2 | $561K | Hold |
4,410
| – | – | 0.11% | 71 |
|
|
2022
Q1 | $608K | Sell |
4,410
-270
| -6% | -$37.2K | 0.1% | 77 |
|
|
2021
Q4 | $652K | Sell |
4,680
-100
| -2% | -$13.9K | 0.09% | 76 |
|
|
2021
Q3 | $633K | Hold |
4,780
| – | – | 0.1% | 69 |
|
|
2021
Q2 | $638K | Sell |
4,780
-50
| -1% | -$6.67K | 0.1% | 69 |
|
|
2021
Q1 | $624K | Sell |
4,830
-325
| -6% | -$42K | 0.1% | 69 |
|
|
2020
Q4 | $562K | Hold |
5,155
| – | – | 0.09% | 68 |
|
|
2020
Q3 | $478K | Sell |
5,155
-305
| -6% | -$28.3K | 0.08% | 72 |
|
|
2020
Q2 | $463K | Hold |
5,460
| – | – | 0.09% | 78 |
|
|
2020
Q1 | $433K | Sell |
5,460
-300
| -5% | -$23.8K | 0.1% | 70 |
|
|
2019
Q4 | $517K | Sell |
5,760
-215
| -4% | -$19.3K | 0.1% | 67 |
|
|
2019
Q3 | $547K | Sell |
5,975
-175
| -3% | -$16K | 0.11% | 64 |
|
|
2019
Q2 | $519K | Sell |
6,150
-300
| -5% | -$25.3K | 0.1% | 67 |
|
|
2019
Q1 | $485K | Sell |
6,450
-475
| -7% | -$35.7K | 0.1% | 72 |
|
|
2018
Q4 | $405K | Hold |
6,925
| – | – | 0.09% | 74 |
|
|
2018
Q3 | $530K | Hold |
6,925
| – | – | 0.11% | 77 |
|
|
2018
Q2 | $440K | Hold |
6,925
| – | – | 0.1% | 79 |
|
|
2018
Q1 | $410K | Sell |
6,925
-1,356
| -16% | -$80.3K | 0.09% | 82 |
|
|
2017
Q4 | $546K | Buy |
+8,281
| New | +$546K | 0.11% | 76 |
|