Optimum 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 | $65.9K | Sell |
501
-5
| -1% | -$658 | 0.03% | 304 |
|
|
2025
Q1 | $60.6K | Hold |
506
| – | – | 0.03% | 312 |
|
|
2024
Q4 | $67K | Hold |
506
| – | – | 0.03% | 309 |
|
|
2024
Q3 | $65.6K | Sell |
506
-100
| -17% | -$13K | 0.03% | 322 |
|
|
2024
Q2 | $70.1K | Hold |
606
| – | – | 0.03% | 316 |
|
|
2024
Q1 | $77.1K | Hold |
606
| – | – | 0.04% | 307 |
|
|
2023
Q4 | $65K | Hold |
606
| – | – | 0.03% | 321 |
|
|
2023
Q3 | $68.4K | Hold |
606
| – | – | 0.04% | 322 |
|
|
2023
Q2 | $59.5K | Buy |
606
+2
| +0.3% | +$196 | 0.03% | 350 |
|
|
2023
Q1 | $58.8K | Hold |
604
| – | – | 0.03% | 351 |
|
|
2022
Q4 | $60.1K | Sell |
604
-121
| -17% | -$12K | 0.03% | 350 |
|
|
2022
Q3 | $65K | Hold |
725
| – | – | 0.04% | 340 |
|
|
2022
Q2 | $76K | Hold |
725
| – | – | 0.04% | 327 |
|
|
2022
Q1 | $83K | Hold |
725
| – | – | 0.04% | 340 |
|
|
2021
Q4 | $84K | Hold |
725
| – | – | 0.03% | 369 |
|
|
2021
Q3 | $80K | Hold |
725
| – | – | 0.03% | 368 |
|
|
2021
Q2 | $80K | Buy |
725
+604
| +499% | +$66.6K | 0.03% | 418 |
|
|
2021
Q1 | $13K | Hold |
121
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $11K | Hold |
121
| – | – | ﹤0.01% | 717 |
|
|
2020
Q3 | $9K | Sell |
121
-121
| -50% | -$9K | ﹤0.01% | 708 |
|
|
2020
Q2 | $17K | Hold |
242
| – | – | 0.01% | 629 |
|
|
2020
Q1 | $16K | Sell |
242
-242
| -50% | -$16K | 0.01% | 618 |
|
|
2019
Q4 | $36K | Hold |
484
| – | – | 0.01% | 575 |
|
|
2019
Q3 | $37K | Sell |
484
-60
| -11% | -$4.59K | 0.01% | 563 |
|
|
2019
Q2 | $38K | Hold |
544
| – | – | 0.01% | 558 |
|
|
2019
Q1 | $34K | Hold |
544
| – | – | 0.01% | 596 |
|
|
2018
Q4 | $26K | Sell |
544
-2,297
| -81% | -$110K | 0.01% | 602 |
|
|
2018
Q3 | $180K | Buy |
2,841
+363
| +15% | +$23K | 0.05% | 319 |
|
|
2018
Q2 | $130K | Hold |
2,478
| – | – | 0.04% | 360 |
|
|
2018
Q1 | $121K | Buy |
+2,478
| New | +$121K | 0.04% | 371 |
|
|
2015
Q1 | $133K | Sell |
3,566
-121
| -3% | -$4.51K | 0.04% | 339 |
|
|
2014
Q4 | $136K | Sell |
3,687
-1,814
| -33% | -$66.9K | 0.04% | 320 |
|
|
2014
Q3 | $222K | Hold |
5,501
| – | – | 0.07% | 237 |
|
|
2014
Q2 | $242K | Sell |
5,501
-2,962
| -35% | -$130K | 0.08% | 233 |
|
|
2014
Q1 | $445K | Buy |
8,463
+61
| +0.7% | +$3.21K | 0.17% | 143 |
|
|
2013
Q4 | $438K | Hold |
8,402
| – | – | 0.16% | 144 |
|
|
2013
Q3 | $404K | Buy |
+8,402
| New | +$404K | 0.17% | 142 |
|