SWA
SOA Wealth Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406 | Hold |
3
| – | – | ﹤0.01% | 790 |
|
|
2025
Q1 | $372 | Hold |
3
| – | – | ﹤0.01% | 802 |
|
|
2024
Q4 | $410 | Hold |
3
| – | – | ﹤0.01% | 790 |
|
|
2024
Q3 | $401 | Hold |
3
| – | – | ﹤0.01% | 762 |
|
|
2024
Q2 | $427 | Hold |
3
| – | – | ﹤0.01% | 772 |
|
|
2024
Q1 | $469 | Hold |
3
| – | – | ﹤0.01% | 810 |
|
|
2023
Q4 | $395 | Hold |
3
| – | – | ﹤0.01% | 813 |
|
|
2023
Q3 | $415 | Hold |
3
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $361 | Hold |
3
| – | – | ﹤0.01% | 846 |
|
|
2023
Q1 | $356 | Hold |
3
| – | – | ﹤0.01% | 866 |
|
|
2022
Q4 | $363 | Hold |
3
| – | – | ﹤0.01% | 868 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 901 |
|
|
2022
Q2 | $0 | Sell |
3
-9
| -75% | – | ﹤0.01% | 916 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 852 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 826 |
|
|
2021
Q3 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 844 |
|
|
2021
Q2 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 824 |
|
|
2021
Q1 | $0 | Sell |
5
-20
| -80% | – | ﹤0.01% | 869 |
|
|
2020
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 693 |
|