SWA
SFMG Wealth Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Hold |
11,000
| – | -$14.5K | 0.11% | 86 |
|
|
2025
Q1 | $1.33M | Buy |
11,000
+10
| +0.1% | +$1.2K | 0.1% | 90 |
|
|
2024
Q4 | $1.47M | Hold |
10,990
| – | – | 0.12% | 85 |
|
|
2024
Q3 | $1.44M | Sell |
10,990
-74
| -0.7% | -$295K | 0.12% | 78 |
|
|
2024
Q2 | $1.55M | Hold |
11,064
| – | – | 0.13% | 76 |
|
|
2024
Q1 | $1.7M | Buy |
11,064
+6
| +0.1% | +$890 | 0.15% | 73 |
|
|
2023
Q4 | $1.44M | Hold |
11,058
| – | – | 0.13% | 79 |
|
|
2023
Q3 | $1.51M | Sell |
11,058
-22
| -0.2% | -$2.94K | 0.16% | 73 |
|
|
2023
Q2 | $1.32M | Buy |
11,080
+22
| +0.2% | +$2.56K | 0.14% | 79 |
|
|
2023
Q1 | $1.3M | Hold |
11,058
| – | – | 0.14% | 76 |
|
|
2022
Q4 | $1.33M | Hold |
11,058
| – | – | 0.15% | 77 |
|
|
2022
Q3 | $1.21M | Hold |
11,058
| – | – | 0.14% | 80 |
|
|
2022
Q2 | $1.41M | Hold |
11,058
| – | – | 0.16% | 75 |
|
|
2022
Q1 | $1.52M | Hold |
11,058
| – | – | 0.15% | 79 |
|
|
2021
Q4 | $1.54M | Hold |
11,058
| – | – | 0.15% | 79 |
|
|
2021
Q3 | $1.47M | Buy |
11,058
+74
| +0.7% | +$9.87K | 0.16% | 74 |
|
|
2021
Q2 | $1.47M | Hold |
10,984
| – | – | 0.16% | 69 |
|
|
2021
Q1 | $1.42M | Hold |
10,984
| – | – | 0.16% | 67 |
|
|
2020
Q4 | $1.2M | Hold |
10,984
| – | – | 0.15% | 68 |
|
|
2020
Q3 | $1.02M | Hold |
10,984
| – | – | 0.14% | 63 |
|
|
2020
Q2 | $931K | Hold |
10,984
| – | – | 0.13% | 59 |
|
|
2020
Q1 | $871K | Hold |
10,984
| – | – | 0.13% | 45 |
|
|
2019
Q4 | $987K | Hold |
10,984
| – | – | 0.12% | 64 |
|
|
2019
Q3 | $1.01M | Hold |
10,984
| – | – | 0.14% | 55 |
|
|
2019
Q2 | $933K | Sell |
10,984
-250
| -2% | -$21.3K | 0.13% | 52 |
|
|
2019
Q1 | $845K | Hold |
11,234
| – | – | 0.12% | 52 |
|
|
2018
Q4 | $657K | Buy |
+11,234
| New | +$657K | 0.11% | 57 |
|