Stifel Financial’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 | $691K | Sell |
71,476
-5,112
| -7% | -$90.4K | ﹤0.01% | 2667 |
|
|
2025
Q4 | $1.45M | Sell |
76,588
-85,903
| -53% | -$1.55M | ﹤0.01% | 2179 |
|
|
2025
Q3 | $3.21M | Sell |
162,491
-1,789
| -1% | -$35.5K | ﹤0.01% | 1560 |
|
|
2025
Q2 | $2.87M | Buy |
164,280
+34,321
| +26% | +$772K | ﹤0.01% | 1585 |
|
|
2025
Q1 | $3.53M | Buy |
129,959
+38,732
| +42% | +$1.43M | ﹤0.01% | 1379 |
|
|
2024
Q4 | $3.8M | Buy |
91,227
+9,536
| +12% | +$440K | ﹤0.01% | 1358 |
|
|
2024
Q3 | $3.8M | Buy |
81,691
+43,086
| +112% | +$2.16M | ﹤0.01% | 1360 |
|
|
2024
Q2 | $1.97M | Buy |
38,605
+11,024
| +40% | +$619K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $1.89M | Buy |
27,581
+5,514
| +25% | +$415K | ﹤0.01% | 1761 |
|
|
2023
Q4 | $1.8M | Buy |
22,067
+2,847
| +15% | +$202K | ﹤0.01% | 1745 |
|
|
2023
Q3 | $1.33M | Buy |
19,220
+1,708
| +10% | +$145K | ﹤0.01% | 1851 |
|
|
2023
Q2 | $1.71M | Sell |
17,512
-3,670
| -17% | -$334K | ﹤0.01% | 1742 |
|
|
2023
Q1 | $1.86M | Buy |
21,182
+2,255
| +12% | +$178K | ﹤0.01% | 1613 |
|
|
2022
Q4 | $1.29M | Sell |
18,927
-594
| -3% | -$45.6K | ﹤0.01% | 1812 |
|
|
2022
Q3 | $1.45M | Buy |
19,521
+1,902
| +11% | +$144K | ﹤0.01% | 1689 |
|
|
2022
Q2 | $988K | Sell |
17,619
-5,027
| -22% | -$382K | ﹤0.01% | 2003 |
|
|
2022
Q1 | $2.12M | Sell |
22,646
-9,499
| -30% | -$841K | ﹤0.01% | 1575 |
|
|
2021
Q4 | $2.81M | Buy |
32,145
+11,548
| +56% | +$1.07M | ﹤0.01% | 1389 |
|
|
2021
Q3 | $2M | Buy |
20,597
+372
| +2% | +$38.8K | ﹤0.01% | 1576 |
|
|
2021
Q2 | $2.25M | Buy |
20,225
+332
| +2% | +$38.8K | ﹤0.01% | 1520 |
|
|
2021
Q1 | $2.18M | Buy |
19,893
+5,205
| +35% | +$529K | ﹤0.01% | 1463 |
|
|
2020
Q4 | $1.36M | Buy |
14,688
+984
| +7% | +$86.1K | ﹤0.01% | 1628 |
|
|
2020
Q3 | $1.09M | Buy |
13,704
+283
| +2% | +$22.8K | ﹤0.01% | 1572 |
|
|
2020
Q2 | $994K | Buy |
13,421
+144
| +1% | +$8.88K | ﹤0.01% | 1564 |
|
|
2020
Q1 | $489K | Buy |
13,277
+1,785
| +16% | +$122K | ﹤0.01% | 1887 |
|
|
2019
Q4 | $911K | Buy |
11,492
+6,369
| +124% | +$527K | ﹤0.01% | 1899 |
|
|
2019
Q3 | $474K | Sell |
5,123
-19,638
| -79% | -$1.63M | ﹤0.01% | 2199 |
|
|
2019
Q2 | $2.01M | Buy |
24,761
+17,147
| +225% | +$1.39M | 0.01% | 1334 |
|
|
2019
Q1 | $611K | Buy |
7,614
+4,983
| +189% | +$399K | ﹤0.01% | 1948 |
|
|
2018
Q4 | $200K | Sell |
2,631
-2,094
| -44% | -$170K | ﹤0.01% | 2459 |
|
|
2018
Q3 | $396K | Buy |
+4,725
| New | +$408K | ﹤0.01% | 2201 |
|
|
2017
Q4 | – | Sell |
-103,466
| Closed | -$10.6M | – | 2690 |
|
|
2017
Q3 | $10.6M | Buy |
103,466
+4,317
| +4% | +$413K | 0.04% | 486 |
|
|
2017
Q2 | $9.77M | Sell |
99,149
-5,389
| -5% | -$556K | 0.04% | 486 |
|
|
2017
Q1 | $10.6M | Buy |
104,538
+17,410
| +20% | +$1.8M | 0.04% | 441 |
|
|
2016
Q4 | $9.71M | Buy |
87,128
+13,894
| +19% | +$1.42M | 0.04% | 423 |
|
|
2016
Q3 | $7.03M | Buy |
73,234
+12,883
| +21% | +$1.22M | 0.03% | 507 |
|
|
2016
Q2 | $5.18M | Buy |
60,351
+4,274
| +8% | +$323K | 0.02% | 591 |
|
|
2016
Q1 | $3.58M | Buy |
56,077
+22,901
| +69% | +$1.61M | 0.02% | 679 |
|
|
2015
Q4 | $2.54M | Sell |
33,176
-76,429
| -70% | -$5.8M | 0.01% | 846 |
|
|
2015
Q3 | $8.44M | Sell |
109,605
-51,101
| -32% | -$4.36M | 0.05% | 372 |
|
|
2015
Q2 | $14.2M | Sell |
160,706
-164,385
| -51% | -$14.8M | 0.07% | 290 |
|
|
2015
Q1 | $31.2M | Sell |
325,091
-10,660
| -3% | -$966K | 0.17% | 154 |
|
|
2014
Q4 | $35.5M | Sell |
335,751
-6,491
| -2% | -$473K | 0.2% | 131 |
|
|
2014
Q3 | $23.3M | Sell |
342,242
-14,236
| -4% | -$857K | 0.2% | 113 |
|
|
2014
Q2 | $21.3M | Buy |
356,478
+98,570
| +38% | +$5.65M | 0.19% | 123 |
|
|
2014
Q1 | $15.2M | Buy |
+257,908
| New | +$14.1M | 0.15% | 182 |
|
Other funds holding JACK
CCM
BCC
NCM
VCM
IIA
