SIA
Schechter Investment Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $652K | Sell |
5,390
-2,830
| -34% | -$342K | 0.05% | 313 |
|
|
2024
Q4 | $1.1M | Sell |
8,220
-765
| -9% | -$102K | 0.08% | 230 |
|
|
2024
Q3 | $1.18M | Buy |
8,985
+505
| +6% | +$66.1K | 0.09% | 220 |
|
|
2024
Q2 | $1.18M | Buy |
8,480
+432
| +5% | +$60.4K | 0.09% | 204 |
|
|
2024
Q1 | $1.24M | Buy |
8,048
+811
| +11% | +$125K | 0.09% | 205 |
|
|
2023
Q4 | $939K | Buy |
7,237
+626
| +9% | +$81.3K | 0.08% | 240 |
|
|
2023
Q3 | $902K | Buy |
6,611
+1,360
| +26% | +$186K | 0.09% | 235 |
|
|
2023
Q2 | $624K | Sell |
5,251
-300
| -5% | -$35.7K | 0.06% | 334 |
|
|
2023
Q1 | $652K | Sell |
5,551
-341
| -6% | -$40.1K | 0.06% | 353 |
|
|
2022
Q4 | $707K | Buy |
5,892
+1,250
| +27% | +$150K | 0.06% | 398 |
|
|
2022
Q3 | $504K | Sell |
4,642
-2,108
| -31% | -$229K | 0.05% | 509 |
|
|
2022
Q2 | $858K | Sell |
6,750
-285
| -4% | -$36.2K | 0.08% | 338 |
|
|
2022
Q1 | $969K | Sell |
7,035
-115
| -2% | -$15.8K | 0.09% | 316 |
|
|
2021
Q4 | $995K | Buy |
+7,150
| New | +$995K | 0.09% | 302 |
|