Clearstead Advisors, LLC JACOBS SOLUTIONS INC Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Number of Shares
6,440
Previous 6,730 4.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-290 Reduced 4.31%
6,440 $0
Q1 2025

May 13, 2025
BUY
N/A
339 Added 5.3%
6,730 $0
Q4 2024

Feb 10, 2025
BUY
N/A
54 Added 0.85%
6,391 $0
Q3 2024

Nov 13, 2024
BUY
N/A
164 Added 2.66%
6,337 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-152 Reduced 2.4%
6,173 $0
Q1 2024

May 14, 2024
SELL
N/A
-412 Reduced 6.12%
6,325 $0
Q4 2023

Feb 12, 2024
SELL
N/A
-34 Reduced 0.5%
6,737 $0
Q3 2023

Nov 07, 2023
SELL
N/A
-6 Reduced 0.09%
6,771 $0
Q2 2023

Aug 07, 2023
BUY
N/A
6,237 Added 1155.0%
6,777 $0
Q1 2023

May 09, 2023
BUY
N/A
5 Added 0.93%
540 $0
Q4 2022

Feb 14, 2023
SELL
N/A
-26 Reduced 4.63%
535 $0
Q3 2022

Nov 14, 2022
BUY
N/A
561 New
561 $61,000
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email