Steward Partners Investment Advisory’s Jack in the Box JACK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$76	–	4503
2025 Q4	$76	Buy	+4	New	+$72	﹤0.01%	4233
2024 Q4	–	Sell	-64	Closed	-$2.98K	–	4034
2024 Q3	$2.98K	Sell	64 -250	-80%	-$12.6K	﹤0.01%	3349
2024 Q2	$16K	Hold	314	–	–	﹤0.01%	2612
2024 Q1	$21.5K	Hold	314	–	–	﹤0.01%	2498
2023 Q4	$25.6K	Buy	314 +64	+26%	+$4.53K	﹤0.01%	2291
2023 Q3	$17.3K	Buy	+250	New	+$21.3K	﹤0.01%	2384
2020 Q2	–	Sell	-141	Closed	-$4K	–	2704
2020 Q1	$4K	Buy	141 +77	+120%	+$5.24K	﹤0.01%	2145
2019 Q4	$4K	Buy	64 +3	+5%	+$248	﹤0.01%	2306
2019 Q3	$5K	Hold	61	–	–	﹤0.01%	2245
2019 Q2	$4K	Buy	+61	New	+$4.93K	﹤0.01%	2279
2018 Q1	–	Sell	-62	Closed	-$6K	–	2267
2017 Q4	$6K	Hold	62	–	–	﹤0.01%	1466
2017 Q3	$6K	Hold	62	–	–	﹤0.01%	1244
2017 Q2	$6K	Hold	62	–	–	﹤0.01%	1175
2017 Q1	$6K	Buy	+62	New	+$6.42K	﹤0.01%	1075