One Fin Capital Management’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	–	Sell	-70,700	Closed	-$8.46M	–	22
2025 Q1	$8.46M	Sell	70,700 -30,300	-30%	-$3.63M	4.13%	11
2024 Q4	$13.4M	Sell	101,000 -32,320	-24%	-$4.28M	5.78%	7
2024 Q3	$17.3M	Buy	+133,320	New	+$17.3M	6.53%	5