Beacon Financial Group’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
1,316
-19
| -1% | -$4.86K | 0.04% | 276 |
|
|
2025
Q1 | $331K | Buy |
1,335
+4
| +0.3% | +$992 | 0.04% | 267 |
|
|
2024
Q4 | $337K | Hold |
1,331
| – | – | 0.04% | 267 |
|
|
2024
Q3 | $359K | Sell |
1,331
-10
| -0.7% | -$2.7K | 0.04% | 256 |
|
|
2024
Q2 | $275K | Sell |
1,341
-17
| -1% | -$3.49K | 0.03% | 278 |
|
|
2024
Q1 | $265K | Sell |
1,358
-50
| -4% | -$9.75K | 0.03% | 292 |
|
|
2023
Q4 | $266K | Buy |
+1,408
| New | +$266K | 0.03% | 278 |
|
|
2023
Q1 | – | Sell |
-2,369
| Closed | -$378K | – | 224 |
|
|
2022
Q4 | $378K | Sell |
2,369
-110
| -4% | -$17.6K | 0.05% | 195 |
|
|
2022
Q3 | $368K | Buy |
2,479
+25
| +1% | +$3.71K | 0.06% | 198 |
|
|
2022
Q2 | $427K | Sell |
2,454
-42
| -2% | -$7.31K | 0.06% | 192 |
|
|
2022
Q1 | $608K | Hold |
2,496
| – | – | 0.08% | 179 |
|
|
2021
Q4 | $669K | Sell |
2,496
-52
| -2% | -$13.9K | 0.09% | 175 |
|
|
2021
Q3 | $635K | Sell |
2,548
-1,964
| -44% | -$489K | 0.09% | 167 |
|
|
2021
Q2 | $879K | Sell |
4,512
-798
| -15% | -$155K | 0.12% | 143 |
|
|
2021
Q1 | $796K | Hold |
5,310
| – | – | 0.12% | 141 |
|
|
2020
Q4 | $796K | Buy |
+5,310
| New | +$796K | 0.12% | 142 |
|
|
2018
Q1 | – | Sell |
-5,373
| Closed | -$800K | – | 213 |
|
|
2017
Q4 | $800K | Sell |
5,373
-1,324
| -20% | -$197K | 0.14% | 111 |
|
|
2017
Q3 | $827K | Buy |
6,697
+124
| +2% | +$15.3K | 0.15% | 101 |
|
|
2017
Q2 | $813K | Buy |
+6,573
| New | +$813K | 0.15% | 99 |
|
|
2016
Q4 | – | Sell |
-2,699
| Closed | -$301K | – | 182 |
|
|
2016
Q3 | $301K | Sell |
2,699
-213
| -7% | -$23.8K | 0.06% | 159 |
|
|
2016
Q2 | $292K | Buy |
+2,912
| New | +$292K | 0.06% | 157 |
|