Lido Advisors’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 | $1.89M | Sell |
14,362
-1,381
| -9% | -$182K | 0.01% | 556 |
|
|
2025
Q1 | $1.88M | Buy |
15,743
+899
| +6% | +$108K | 0.01% | 520 |
|
|
2024
Q4 | $1.96M | Buy |
14,844
+1,484
| +11% | +$196K | 0.01% | 483 |
|
|
2024
Q3 | $1.73M | Sell |
13,360
-1,389
| -9% | -$180K | 0.01% | 469 |
|
|
2024
Q2 | $1.7M | Buy |
14,749
+1,378
| +10% | +$159K | 0.01% | 453 |
|
|
2024
Q1 | $1.7M | Buy |
13,371
+4,510
| +51% | +$574K | 0.01% | 438 |
|
|
2023
Q4 | $951K | Buy |
8,861
+213
| +2% | +$22.9K | 0.01% | 580 |
|
|
2023
Q3 | $976K | Buy |
8,648
+162
| +2% | +$18.3K | 0.01% | 500 |
|
|
2023
Q2 | $835K | Buy |
8,486
+230
| +3% | +$22.6K | 0.01% | 532 |
|
|
2023
Q1 | $802K | Buy |
+8,256
| New | +$802K | 0.01% | 487 |
|
|
2022
Q2 | – | Sell |
-1,793
| Closed | -$204K | – | 890 |
|
|
2022
Q1 | $204K | Buy |
+1,793
| New | +$204K | ﹤0.01% | 836 |
|