TFA
Toth Financial Advisory’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Buy |
56,718
+3,112
| +6% | +$409K | 0.87% | 40 |
|
|
2025
Q1 | $6.48M | Buy |
53,606
+3,642
| +7% | +$440K | 0.78% | 48 |
|
|
2024
Q4 | $6.68M | Buy |
49,964
+896
| +2% | +$120K | 0.79% | 46 |
|
|
2024
Q3 | $6.42M | Buy |
49,068
+2,165
| +5% | +$283K | 0.76% | 47 |
|
|
2024
Q2 | $6.55M | Buy |
46,903
+2,707
| +6% | +$378K | 0.83% | 43 |
|
|
2024
Q1 | $6.79M | Buy |
44,196
+4,792
| +12% | +$737K | 0.85% | 44 |
|
|
2023
Q4 | $5.11M | Buy |
39,404
+5,932
| +18% | +$770K | 0.69% | 50 |
|
|
2023
Q3 | $4.57M | Buy |
33,472
+10,082
| +43% | +$1.38M | 0.7% | 50 |
|
|
2023
Q2 | $2.78M | Buy |
23,390
+1,513
| +7% | +$180K | 0.4% | 76 |
|
|
2023
Q1 | $2.57M | Buy |
21,877
+3,727
| +21% | +$438K | 0.4% | 76 |
|
|
2022
Q4 | $2.18M | Sell |
18,150
-298
| -2% | -$35.8K | 0.35% | 83 |
|
|
2022
Q3 | $2M | Sell |
18,448
-3,359
| -15% | -$364K | 0.36% | 79 |
|
|
2022
Q2 | $2.77M | Buy |
21,807
+10,579
| +94% | +$1.34M | 0.48% | 72 |
|
|
2022
Q1 | $1.55M | Buy |
11,228
+3,639
| +48% | +$501K | 0.23% | 97 |
|
|
2021
Q4 | $1.06M | Buy |
7,589
+6,774
| +831% | +$943K | 0.14% | 120 |
|
|
2021
Q3 | $108K | Buy |
+815
| New | +$108K | 0.02% | 234 |
|
|
2019
Q1 | – | Sell |
-620
| Closed | -$36K | – | 435 |
|
|
2018
Q4 | $36K | Sell |
620
-10,800
| -95% | -$627K | 0.01% | 203 |
|
|
2018
Q3 | $874K | Buy |
+11,420
| New | +$874K | 0.19% | 96 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$7K | – | 443 |
|
|
2017
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 342 |
|
|
2014
Q4 | – | Sell |
-6,000
| Closed | -$293K | – | 116 |
|
|
2014
Q3 | $293K | Buy |
+6,000
| New | +$293K | 0.11% | 101 |
|