SBL
Sargent Bickham Lagudis’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $703K | Hold |
5,858
| – | – | 0.06% | 153 |
|
|
2022
Q3 | $636K | Hold |
5,858
| – | – | 0.06% | 152 |
|
|
2022
Q2 | $744K | Buy |
5,858
+183
| +3% | +$23.2K | 0.06% | 151 |
|
|
2022
Q1 | $782K | Hold |
5,675
| – | – | 0.06% | 153 |
|
|
2021
Q4 | $790K | Hold |
5,675
| – | – | 0.06% | 145 |
|
|
2021
Q3 | $752K | Hold |
5,675
| – | – | 0.06% | 141 |
|
|
2021
Q2 | $757K | Hold |
5,675
| – | – | 0.06% | 138 |
|
|
2021
Q1 | $734K | Sell |
5,675
-500
| -8% | -$64.7K | 0.06% | 131 |
|
|
2020
Q4 | $673K | Hold |
6,175
| – | – | 0.06% | 136 |
|
|
2020
Q3 | $573K | Hold |
6,175
| – | – | 0.06% | 133 |
|
|
2020
Q2 | $524K | Sell |
6,175
-2,000
| -24% | -$170K | 0.06% | 136 |
|
|
2020
Q1 | $648K | Buy |
+8,175
| New | +$648K | 0.08% | 131 |
|
|
2019
Q4 | – | Sell |
-8,175
| Closed | -$748K | – | 861 |
|
|
2019
Q3 | $748K | Hold |
8,175
| – | – | 0.09% | 119 |
|
|
2019
Q2 | $690K | Hold |
8,175
| – | – | 0.08% | 128 |
|
|
2019
Q1 | $615K | Hold |
8,175
| – | – | 0.07% | 142 |
|
|
2018
Q4 | $478K | Buy |
+8,175
| New | +$478K | 0.06% | 139 |
|
|
2017
Q3 | – | Sell |
-177
| Closed | -$10K | – | 827 |
|
|
2017
Q2 | $10K | Buy |
+177
| New | +$10K | ﹤0.01% | 577 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$8 | – | 732 |
|
|
2016
Q3 | $8 | Buy |
+150
| New | +$8 | ﹤0.01% | 599 |
|