Steward Partners Investment Advisory’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-64
| Closed | -$2.98K | – | 4034 |
|
|
2024
Q3 | $2.98K | Sell |
64
-250
| -80% | -$11.6K | ﹤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% | +$5.22K | ﹤0.01% | 2291 |
|
|
2023
Q3 | $17.3K | Buy |
+250
| New | +$17.3K | ﹤0.01% | 2384 |
|
|
2020
Q2 | – | Sell |
-141
| Closed | -$4K | – | 2704 |
|
|
2020
Q1 | $4K | Buy |
141
+77
| +120% | +$2.18K | ﹤0.01% | 2145 |
|
|
2019
Q4 | $4K | Buy |
64
+3
| +5% | +$188 | ﹤0.01% | 2306 |
|
|
2019
Q3 | $5K | Hold |
61
| – | – | ﹤0.01% | 2245 |
|
|
2019
Q2 | $4K | Buy |
+61
| New | +$4K | ﹤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 | +$6K | ﹤0.01% | 1075 |
|