Steward Partners Investment Advisory’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
3,040
-506
| -14% | -$66.5K | ﹤0.01% | 1406 |
|
|
2025
Q1 | $424K | Buy |
3,546
+40
| +1% | +$4.79K | ﹤0.01% | 1291 |
|
|
2024
Q4 | $464K | Sell |
3,506
-1,000
| -22% | -$132K | ﹤0.01% | 1203 |
|
|
2024
Q3 | $584K | Sell |
4,506
-794
| -15% | -$103K | 0.01% | 1043 |
|
|
2024
Q2 | $613K | Sell |
5,300
-96
| -2% | -$11.1K | 0.01% | 977 |
|
|
2024
Q1 | $686K | Buy |
5,396
+945
| +21% | +$120K | 0.01% | 926 |
|
|
2023
Q4 | $478K | Sell |
4,451
-442
| -9% | -$47.5K | 0.01% | 1022 |
|
|
2023
Q3 | $552K | Buy |
4,893
+490
| +11% | +$55.3K | 0.01% | 890 |
|
|
2023
Q2 | $433K | Sell |
4,403
-262
| -6% | -$25.8K | 0.01% | 983 |
|
|
2023
Q1 | $453K | Buy |
4,665
+422
| +10% | +$41K | 0.01% | 968 |
|
|
2022
Q4 | $421K | Buy |
4,243
+354
| +9% | +$35.2K | 0.01% | 970 |
|
|
2022
Q3 | $349K | Buy |
3,889
+1
| +0% | +$90 | 0.01% | 981 |
|
|
2022
Q2 | $409K | Buy |
3,888
+173
| +5% | +$18.2K | 0.01% | 925 |
|
|
2022
Q1 | $423K | Buy |
3,715
+1,247
| +51% | +$142K | 0.01% | 981 |
|
|
2021
Q4 | $284K | Buy |
2,468
+132
| +6% | +$15.2K | ﹤0.01% | 1161 |
|
|
2021
Q3 | $256K | Buy |
2,336
+801
| +52% | +$87.8K | ﹤0.01% | 1169 |
|
|
2021
Q2 | $169K | Sell |
1,535
-1,860
| -55% | -$205K | ﹤0.01% | 1666 |
|
|
2021
Q1 | $363K | Buy |
3,395
+1,166
| +52% | +$125K | 0.01% | 1013 |
|
|
2020
Q4 | $201K | Buy |
2,229
+459
| +26% | +$41.4K | ﹤0.01% | 1068 |
|
|
2020
Q3 | $136K | Buy |
1,770
+1,528
| +631% | +$117K | ﹤0.01% | 1093 |
|
|
2020
Q2 | $17K | Sell |
242
-805
| -77% | -$56.6K | ﹤0.01% | 1833 |
|
|
2020
Q1 | $68K | Sell |
1,047
-74
| -7% | -$4.81K | ﹤0.01% | 1152 |
|
|
2019
Q4 | $83K | Sell |
1,121
-239
| -18% | -$17.7K | ﹤0.01% | 1193 |
|
|
2019
Q3 | $102K | Sell |
1,360
-122
| -8% | -$9.15K | ﹤0.01% | 1079 |
|
|
2019
Q2 | $103K | Buy |
+1,482
| New | +$103K | ﹤0.01% | 1040 |
|
|
2018
Q4 | – | Sell |
-314
| Closed | -$20K | – | 1470 |
|
|
2018
Q3 | $20K | Buy |
314
+71
| +29% | +$4.52K | ﹤0.01% | 1553 |
|
|
2018
Q2 | $13K | Hold |
243
| – | – | ﹤0.01% | 1650 |
|
|
2018
Q1 | $11K | Hold |
243
| – | – | ﹤0.01% | 1543 |
|
|
2017
Q4 | $13K | Sell |
243
-447
| -65% | -$23.9K | ﹤0.01% | 1272 |
|
|
2017
Q3 | $33K | Buy |
690
+1
| +0.1% | +$48 | ﹤0.01% | 796 |
|
|
2017
Q2 | $31K | Sell |
689
-59
| -8% | -$2.66K | ﹤0.01% | 754 |
|
|
2017
Q1 | $34K | Sell |
748
-171
| -19% | -$7.77K | 0.01% | 633 |
|
|
2016
Q4 | $43K | Buy |
+919
| New | +$43K | 0.02% | 338 |
|