JFS Wealth Advisors’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
126
+25
| +25% | +$3.17K | ﹤0.01% | 712 |
|
|
2025
Q1 | $9.96K | Buy |
101
+8
| +9% | +$789 | ﹤0.01% | 883 |
|
|
2024
Q4 | $9.53K | Buy |
93
+6
| +7% | +$615 | ﹤0.01% | 868 |
|
|
2024
Q3 | $7.83K | Buy |
87
+2
| +2% | +$180 | ﹤0.01% | 946 |
|
|
2024
Q2 | $7.14K | Sell |
85
-1
| -1% | -$84 | ﹤0.01% | 912 |
|
|
2024
Q1 | $7.65K | Sell |
86
-6
| -7% | -$534 | ﹤0.01% | 907 |
|
|
2023
Q4 | $7.76K | Buy |
92
+71
| +338% | +$5.99K | ﹤0.01% | 872 |
|
|
2023
Q3 | $1.46K | Sell |
21
-43
| -67% | -$2.99K | ﹤0.01% | 1482 |
|
|
2023
Q2 | $4.75K | Buy |
64
+26
| +68% | +$1.93K | ﹤0.01% | 1027 |
|
|
2023
Q1 | $3.35K | Sell |
38
-20
| -34% | -$1.76K | ﹤0.01% | 1151 |
|
|
2022
Q4 | $5.13K | Buy |
58
+19
| +49% | +$1.68K | ﹤0.01% | 982 |
|
|
2022
Q3 | $3K | Buy |
39
+6
| +18% | +$462 | ﹤0.01% | 1214 |
|
|
2022
Q2 | $3K | Sell |
33
-57
| -63% | -$5.18K | ﹤0.01% | 1213 |
|
|
2022
Q1 | $10K | Buy |
90
+64
| +246% | +$7.11K | ﹤0.01% | 789 |
|
|
2021
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 969 |
|