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Sterling Investment Advisors, Ltd. → JACK
Sterling Investment Advisors, Ltd. JACK Position History
Jack in the Box Inc. • Consumer Cyclical
Quarters held
5
Latest value
$308K
Q3 2026
Peak value
$358K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $228K |
| Q4 2025 | $267K |
| Q1 2026 | $264K |
| Q2 2026 | $358K |
| Q3 2026 | $308K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $308K | 12.5K | — | — |
| Q2 2026 | $358K | 13.7K | — | — |
| Q1 2026 | $264K | 10.1K | — | — |
| Q4 2025 | $267K | 10.1K | — | — |
| Q3 2025 | $228K | 8.6K | — | — |