Moneta Group Investment Advisors’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
Q1 | – | Sell |
-18,475
| Closed | -$769K | – | 686 |
|
|
2024
Q4 | $769K | Hold |
18,475
| – | – | 0.01% | 319 |
|
|
2024
Q3 | $860K | Buy |
+18,475
| New | +$860K | 0.01% | 300 |
|
|
2018
Q3 | – | Sell |
-10,000
| Closed | -$851K | – | 302 |
|
|
2018
Q2 | $851K | Sell |
10,000
-3,294
| -25% | -$280K | 0.09% | 127 |
|
|
2018
Q1 | $1.13M | Hold |
13,294
| – | – | 0.15% | 71 |
|
|
2017
Q4 | $1.3M | Sell |
13,294
-3,000
| -18% | -$294K | 0.2% | 57 |
|
|
2017
Q3 | $1.66M | Hold |
16,294
| – | – | 0.26% | 48 |
|
|
2017
Q2 | $1.61M | Hold |
16,294
| – | – | 0.26% | 64 |
|
|
2017
Q1 | $1.66M | Hold |
16,294
| – | – | 0.33% | 41 |
|
|
2016
Q4 | $1.82M | Hold |
16,294
| – | – | 0.37% | 39 |
|
|
2016
Q3 | $1.56M | Hold |
16,294
| – | – | 0.35% | 40 |
|
|
2016
Q2 | $1.4M | Hold |
16,294
| – | – | 0.31% | 51 |
|
|
2016
Q1 | $1.04M | Hold |
16,294
| – | – | 0.23% | 61 |
|
|
2015
Q4 | $1.25M | Hold |
16,294
| – | – | 0.31% | 43 |
|
|
2015
Q3 | $1.26M | Buy |
+16,294
| New | +$1.26M | 0.35% | 39 |
|