OneDigital Investment 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 | $407K | Buy |
3,097
+183
| +6% | +$24.1K | ﹤0.01% | 994 |
|
|
2025
Q1 | $349K | Buy |
2,914
+634
| +28% | +$75.9K | ﹤0.01% | 1012 |
|
|
2024
Q4 | $302K | Buy |
2,280
+19
| +0.8% | +$2.51K | ﹤0.01% | 1127 |
|
|
2024
Q3 | $293K | Sell |
2,261
-342
| -13% | -$44.3K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $301K | Buy |
+2,603
| New | +$301K | ﹤0.01% | 1110 |
|
|
2024
Q1 | – | Sell |
-1,997
| Closed | -$214K | – | 1133 |
|
|
2023
Q4 | $214K | Buy |
+1,997
| New | +$214K | ﹤0.01% | 1037 |
|