Stratos Wealth Advisors’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 | $1.05M | Sell |
7,992
-354
| -4% | -$46.5K | 0.06% | 301 |
|
2025
Q1 | $999K | Buy |
8,346
+4
| +0% | +$479 | 0.05% | 300 |
|
2024
Q4 | $1.1M | Sell |
8,342
-508
| -6% | -$67.2K | 0.05% | 313 |
|
2024
Q3 | $1.15M | Sell |
8,850
-783
| -8% | -$101K | 0.05% | 328 |
|
2024
Q2 | $1.11M | Buy |
9,633
+4,170
| +76% | +$482K | 0.06% | 314 |
|
2024
Q1 | $695K | Sell |
5,463
-44
| -0.8% | -$5.6K | 0.04% | 395 |
|
2023
Q4 | $591K | Buy |
5,507
+2,660
| +93% | +$286K | 0.03% | 434 |
|
2023
Q3 | $321K | Buy |
+2,847
| New | +$321K | 0.02% | 511 |
|
2023
Q2 | – | Sell |
-2,166
| Closed | -$211K | – | 641 |
|
2023
Q1 | $211K | Buy |
+2,166
| New | +$211K | 0.02% | 569 |
|
2022
Q3 | – | Sell |
-2,187
| Closed | -$230K | – | 514 |
|
2022
Q2 | $230K | Hold |
2,187
| – | – | 0.02% | 465 |
|
2022
Q1 | $249K | Buy |
2,187
+256
| +13% | +$29.1K | 0.02% | 473 |
|
2021
Q4 | $222K | Buy |
1,931
+4
| +0.2% | +$460 | 0.02% | 517 |
|
2021
Q3 | $211K | Sell |
1,927
-394
| -17% | -$43.1K | 0.02% | 484 |
|
2021
Q2 | $256K | Buy |
2,321
+308
| +15% | +$34K | 0.02% | 470 |
|
2021
Q1 | $215K | Buy |
+2,013
| New | +$215K | 0.02% | 452 |
|