Montecito Bank & Trust’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $207K | Sell |
1,733
-212
| -11% | -$25.4K | 0.04% | 274 |
|
|
2024
Q4 | $257K | Buy |
1,945
+283
| +17% | +$37.4K | 0.04% | 251 |
|
|
2024
Q3 | $215K | Buy |
+1,662
| New | +$215K | 0.04% | 270 |
|
|
2024
Q2 | – | Sell |
-1,805
| Closed | -$230K | – | 263 |
|
|
2024
Q1 | $230K | Sell |
1,805
-565
| -24% | -$71.8K | 0.05% | 253 |
|
|
2023
Q4 | $254K | Buy |
2,370
+345
| +17% | +$37K | 0.05% | 230 |
|
|
2023
Q3 | $229K | Buy |
+2,025
| New | +$229K | 0.05% | 228 |
|
|
2022
Q3 | – | Sell |
-2,099
| Closed | -$220K | – | 238 |
|
|
2022
Q2 | $220K | Hold |
2,099
| – | – | 0.05% | 225 |
|
|
2022
Q1 | $239K | Sell |
2,099
-5,417
| -72% | -$617K | 0.04% | 247 |
|
|
2021
Q4 | $865K | Buy |
7,516
+42
| +0.6% | +$4.83K | 0.15% | 139 |
|
|
2021
Q3 | $819K | Buy |
7,474
+774
| +12% | +$84.8K | 0.16% | 130 |
|
|
2021
Q2 | $739K | Buy |
6,700
+531
| +9% | +$58.6K | 0.14% | 142 |
|
|
2021
Q1 | $660K | Buy |
+6,169
| New | +$660K | 0.14% | 142 |
|