Soltis Investment Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $281K | Buy |
+2,663
| New | +$281K | 0.02% | 336 |
|
2025
Q1 | – | Sell |
-2,583
| Closed | -$204K | – | 377 |
|
2024
Q4 | $204K | Sell |
2,583
-232
| -8% | -$18.3K | 0.02% | 355 |
|
2024
Q3 | $218K | Sell |
2,815
-45,637
| -94% | -$3.54M | 0.02% | 333 |
|
2024
Q2 | $3.22M | Buy |
48,452
+2,314
| +5% | +$154K | 0.34% | 85 |
|
2024
Q1 | $3.01M | Buy |
+46,138
| New | +$3.01M | 0.34% | 95 |
|