United Capital Financial 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 | $17.7M | Sell |
134,972
-481
| -0.4% | -$63.2K | 0.14% | 126 |
|
|
2025
Q1 | $16.2M | Buy |
135,453
+1,412
| +1% | +$169K | 0.14% | 123 |
|
|
2024
Q4 | $17.7M | Buy |
134,041
+2,012
| +2% | +$266K | 0.15% | 125 |
|
|
2024
Q3 | $17.1M | Sell |
132,029
-26,138
| -17% | -$3.39M | 0.14% | 136 |
|
|
2024
Q2 | $18.3M | Sell |
158,167
-33,101
| -17% | -$3.83M | 0.16% | 126 |
|
|
2024
Q1 | $24.3M | Sell |
191,268
-1,960
| -1% | -$249K | 0.2% | 105 |
|
|
2023
Q4 | $20.7M | Buy |
193,228
+5,791
| +3% | +$622K | 0.17% | 126 |
|
|
2023
Q3 | $21.2M | Sell |
187,437
-22,265
| -11% | -$2.51M | 0.14% | 146 |
|
|
2023
Q2 | $20.6M | Sell |
209,702
-5,912
| -3% | -$581K | 0.11% | 160 |
|
|
2023
Q1 | $21M | Sell |
215,614
-1,465
| -0.7% | -$142K | 0.12% | 162 |
|
|
2022
Q4 | $21.6M | Sell |
217,079
-335
| -0.2% | -$33.3K | 0.12% | 166 |
|
|
2022
Q3 | $19.5M | Sell |
217,414
-1,267
| -0.6% | -$114K | 0.12% | 164 |
|
|
2022
Q2 | $23M | Buy |
218,681
+192
| +0.1% | +$20.2K | 0.13% | 157 |
|
|
2022
Q1 | $24.9M | Sell |
218,489
-963
| -0.4% | -$110K | 0.12% | 167 |
|
|
2021
Q4 | $25.3M | Sell |
219,452
-4,909
| -2% | -$565K | 0.12% | 170 |
|
|
2021
Q3 | $24.6M | Sell |
224,361
-540
| -0.2% | -$59.2K | 0.12% | 167 |
|
|
2021
Q2 | $24.8M | Sell |
224,901
-3,841
| -2% | -$424K | 0.13% | 170 |
|
|
2021
Q1 | $24.5M | Sell |
228,742
-445
| -0.2% | -$47.6K | 0.14% | 161 |
|
|
2020
Q4 | $20.7M | Buy |
229,187
+1,986
| +0.9% | +$179K | 0.12% | 172 |
|
|
2020
Q3 | $17.4M | Sell |
227,201
-307
| -0.1% | -$23.6K | 0.11% | 187 |
|
|
2020
Q2 | $16M | Sell |
227,508
-19
| -0% | -$1.33K | 0.12% | 189 |
|
|
2020
Q1 | $14.9M | Sell |
227,527
-4,920
| -2% | -$323K | 0.12% | 183 |
|
|
2019
Q4 | $17.3M | Buy |
232,447
+4,372
| +2% | +$325K | 0.11% | 224 |
|
|
2019
Q3 | $17.3M | Sell |
228,075
-13,918
| -6% | -$1.05M | 0.12% | 206 |
|
|
2019
Q2 | $16.9M | Sell |
241,993
-2,282
| -0.9% | -$159K | 0.11% | 199 |
|
|
2019
Q1 | $15.2M | Sell |
244,275
-5,439
| -2% | -$338K | 0.11% | 214 |
|
|
2018
Q4 | $12.1M | Sell |
249,714
-7,001
| -3% | -$339K | 0.1% | 227 |
|
|
2018
Q3 | $16.2M | Sell |
256,715
-611
| -0.2% | -$38.7K | 0.11% | 204 |
|
|
2018
Q2 | $13.5M | Sell |
257,326
-7,665
| -3% | -$403K | 0.1% | 231 |
|
|
2018
Q1 | $13M | Buy |
264,991
+5,164
| +2% | +$253K | 0.1% | 232 |
|
|
2017
Q4 | $14.2M | Sell |
259,827
-1,101
| -0.4% | -$60.1K | 0.11% | 218 |
|
|
2017
Q3 | $12.6M | Buy |
260,928
+13,436
| +5% | +$648K | 0.11% | 234 |
|
|
2017
Q2 | $11.1M | Buy |
247,492
+5,357
| +2% | +$241K | 0.1% | 247 |
|
|
2017
Q1 | $11.1M | Sell |
242,135
-2,864
| -1% | -$131K | 0.1% | 236 |
|
|
2016
Q4 | $11.6M | Sell |
244,999
-644
| -0.3% | -$30.4K | 0.11% | 214 |
|
|
2016
Q3 | $10.5M | Sell |
245,643
-8,831
| -3% | -$378K | 0.1% | 241 |
|
|
2016
Q2 | $10.5M | Buy |
254,474
+862
| +0.3% | +$35.6K | 0.11% | 216 |
|
|
2016
Q1 | $9.14M | Buy |
253,612
+2,214
| +0.9% | +$79.8K | 0.1% | 225 |
|
|
2015
Q4 | $8.72M | Buy |
251,398
+562
| +0.2% | +$19.5K | 0.1% | 228 |
|
|
2015
Q3 | $7.77M | Buy |
250,836
+3,131
| +1% | +$96.9K | 0.09% | 229 |
|
|
2015
Q2 | $8.32M | Buy |
247,705
+725
| +0.3% | +$24.4K | 0.1% | 250 |
|
|
2015
Q1 | $8.76M | Buy |
+246,980
| New | +$8.76M | 0.11% | 237 |
|