LPL Financial’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
11,373
+422
| +4% | +$7.37K | ﹤0.01% | 4947 |
|
|
2025
Q1 | $298K | Buy |
10,951
+309
| +3% | +$8.4K | ﹤0.01% | 4480 |
|
|
2024
Q4 | $443K | Buy |
10,642
+1,418
| +15% | +$59K | ﹤0.01% | 4130 |
|
|
2024
Q3 | $429K | Buy |
9,224
+1,770
| +24% | +$82.4K | ﹤0.01% | 4058 |
|
|
2024
Q2 | $380K | Sell |
7,454
-272
| -4% | -$13.9K | ﹤0.01% | 4014 |
|
|
2024
Q1 | $529K | Sell |
7,726
-699
| -8% | -$47.9K | ﹤0.01% | 3690 |
|
|
2023
Q4 | $688K | Buy |
8,425
+3,156
| +60% | +$258K | ﹤0.01% | 3356 |
|
|
2023
Q3 | $364K | Buy |
5,269
+1,464
| +38% | +$101K | ﹤0.01% | 3708 |
|
|
2023
Q2 | $371K | Buy |
3,805
+852
| +29% | +$83.1K | ﹤0.01% | 3648 |
|
|
2023
Q1 | $259K | Sell |
2,953
-554
| -16% | -$48.5K | ﹤0.01% | 3834 |
|
|
2022
Q4 | $239K | Buy |
3,507
+254
| +8% | +$17.3K | ﹤0.01% | 3821 |
|
|
2022
Q3 | $241K | Buy |
+3,253
| New | +$241K | ﹤0.01% | 3745 |
|
|
2021
Q3 | – | Sell |
-2,208
| Closed | -$246K | – | 4349 |
|
|
2021
Q2 | $246K | Sell |
2,208
-332
| -13% | -$37K | ﹤0.01% | 3737 |
|
|
2021
Q1 | $279K | Buy |
2,540
+67
| +3% | +$7.36K | ﹤0.01% | 3514 |
|
|
2020
Q4 | $229K | Buy |
+2,473
| New | +$229K | ﹤0.01% | 3409 |
|
|
2019
Q4 | – | Sell |
-2,825
| Closed | -$257K | – | 3353 |
|
|
2019
Q3 | $257K | Buy |
2,825
+251
| +10% | +$22.8K | ﹤0.01% | 2797 |
|
|
2019
Q2 | $210K | Sell |
2,574
-83
| -3% | -$6.77K | ﹤0.01% | 2979 |
|
|
2019
Q1 | $215K | Sell |
2,657
-103
| -4% | -$8.34K | ﹤0.01% | 2874 |
|
|
2018
Q4 | $214K | Buy |
2,760
+53
| +2% | +$4.11K | ﹤0.01% | 2747 |
|
|
2018
Q3 | $227K | Buy |
2,707
+267
| +11% | +$22.4K | ﹤0.01% | 2883 |
|
|
2018
Q2 | $208K | Sell |
2,440
-1
| -0% | -$85 | ﹤0.01% | 2934 |
|
|
2018
Q1 | $208K | Buy |
2,441
+104
| +4% | +$8.86K | ﹤0.01% | 2914 |
|
|
2017
Q4 | $229K | Sell |
2,337
-1,304
| -36% | -$128K | ﹤0.01% | 2690 |
|
|
2017
Q3 | $371K | Sell |
3,641
-574
| -14% | -$58.5K | ﹤0.01% | 2172 |
|
|
2017
Q2 | $415K | Buy |
4,215
+657
| +18% | +$64.7K | ﹤0.01% | 2014 |
|
|
2017
Q1 | $363K | Sell |
3,558
-1,389
| -28% | -$142K | ﹤0.01% | 2070 |
|
|
2016
Q4 | $536K | Sell |
4,947
-582
| -11% | -$63.1K | ﹤0.01% | 1702 |
|
|
2016
Q3 | $524K | Buy |
5,529
+216
| +4% | +$20.5K | 0.01% | 1672 |
|
|
2016
Q2 | $459K | Sell |
5,313
-1,127
| -18% | -$97.4K | ﹤0.01% | 1752 |
|
|
2016
Q1 | $405K | Sell |
6,440
-344
| -5% | -$21.6K | ﹤0.01% | 2305 |
|
|
2015
Q4 | $504K | Buy |
6,784
+2,753
| +68% | +$205K | ﹤0.01% | 2181 |
|
|
2015
Q3 | $315K | Buy |
4,031
+156
| +4% | +$12.2K | ﹤0.01% | 2157 |
|
|
2015
Q2 | $341K | Sell |
3,875
-1,124
| -22% | -$98.9K | ﹤0.01% | 2202 |
|
|
2015
Q1 | $476K | Buy |
+4,999
| New | +$476K | ﹤0.01% | 1881 |
|