NewEdge 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 | $936K | Buy |
7,118
+636
| +10% | +$83.6K | ﹤0.01% | 1331 |
|
|
2025
Q1 | $776K | Sell |
6,482
-1,371
| -17% | -$164K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $1.04M | Buy |
7,853
+2,797
| +55% | +$370K | 0.01% | 1140 |
|
|
2024
Q3 | $655K | Sell |
5,056
-1,857
| -27% | -$241K | ﹤0.01% | 1311 |
|
|
2024
Q2 | $799K | Buy |
6,913
+1,392
| +25% | +$161K | 0.01% | 1175 |
|
|
2024
Q1 | $702K | Sell |
5,521
-5,985
| -52% | -$761K | 0.01% | 1171 |
|
|
2023
Q4 | $1.27M | Buy |
11,506
+493
| +4% | +$54.3K | 0.01% | 836 |
|
|
2023
Q3 | $1.24M | Buy |
11,013
+1,074
| +11% | +$121K | 0.01% | 769 |
|
|
2023
Q2 | $977K | Sell |
9,939
-1,568
| -14% | -$154K | 0.01% | 880 |
|
|
2023
Q1 | $1.11M | Buy |
11,507
+3,840
| +50% | +$372K | 0.01% | 747 |
|
|
2022
Q4 | $758K | Buy |
7,667
+812
| +12% | +$80.3K | 0.02% | 613 |
|
|
2022
Q3 | $615K | Buy |
6,855
+2,246
| +49% | +$202K | 0.01% | 871 |
|
|
2022
Q2 | $485K | Buy |
+4,609
| New | +$485K | 0.01% | 998 |
|
|
2020
Q4 | – | Sell |
-29,337
| Closed | -$2.25M | – | 1043 |
|
|
2020
Q3 | $2.25M | Buy |
29,337
+7,897
| +37% | +$606K | 0.08% | 225 |
|
|
2020
Q2 | $1.5M | Buy |
21,440
+12,844
| +149% | +$901K | 0.06% | 270 |
|
|
2020
Q1 | $564K | Buy |
+8,596
| New | +$564K | 0.03% | 427 |
|
|
2017
Q3 | – | Sell |
-161
| Closed | -$7.29K | – | 747 |
|
|
2017
Q2 | $7.29K | Buy |
+161
| New | +$7.29K | ﹤0.01% | 1067 |
|