JFA
JNBA Financial Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Hold |
702
| – | – | 0.07% | 108 |
|
|
2025
Q1 | $664K | Hold |
702
| – | – | 0.07% | 114 |
|
|
2024
Q4 | $720K | Buy |
702
+5
| +0.7% | +$5.13K | 0.07% | 107 |
|
|
2024
Q3 | $662K | Hold |
697
| – | – | 0.07% | 113 |
|
|
2024
Q2 | $549K | Hold |
697
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $581K | Sell |
697
-100
| -13% | -$83.4K | 0.06% | 125 |
|
|
2023
Q4 | $647K | Sell |
797
-25
| -3% | -$20.3K | 0.07% | 121 |
|
|
2023
Q3 | $531K | Buy |
822
+59
| +8% | +$38.1K | 0.07% | 122 |
|
|
2023
Q2 | $527K | Buy |
763
+19
| +3% | +$13.1K | 0.06% | 125 |
|
|
2023
Q1 | $498K | Sell |
744
-60
| -7% | -$40.1K | 0.06% | 128 |
|
|
2022
Q4 | $570K | Hold |
804
| – | – | 0.08% | 124 |
|
|
2022
Q3 | $442K | Buy |
804
+9
| +1% | +$4.95K | 0.07% | 127 |
|
|
2022
Q2 | $484K | Buy |
795
+1
| +0.1% | +$609 | 0.07% | 122 |
|
|
2022
Q1 | $607K | Sell |
794
-40
| -5% | -$30.6K | 0.08% | 119 |
|
|
2021
Q4 | $764K | Sell |
834
-35
| -4% | -$32.1K | 0.09% | 105 |
|
|
2021
Q3 | $729K | Hold |
869
| – | – | 0.1% | 105 |
|
|
2021
Q2 | $760K | Buy |
869
+7
| +0.8% | +$6.12K | 0.1% | 100 |
|
|
2021
Q1 | $650K | Buy |
862
+41
| +5% | +$30.9K | 0.09% | 105 |
|
|
2020
Q4 | $592K | Buy |
821
+6
| +0.7% | +$4.33K | 0.1% | 100 |
|
|
2020
Q3 | $459K | Buy |
815
+1
| +0.1% | +$563 | 0.09% | 97 |
|
|
2020
Q2 | $443K | Hold |
814
| – | – | 0.1% | 99 |
|
|
2020
Q1 | $358K | Buy |
814
+3
| +0.4% | +$1.32K | 0.09% | 106 |
|
|
2019
Q4 | $408K | Hold |
811
| – | – | 0.08% | 106 |
|
|
2019
Q3 | $361K | Sell |
811
-1
| -0.1% | -$445 | 0.07% | 108 |
|
|
2019
Q2 | $381K | Buy |
812
+28
| +4% | +$13.1K | 0.08% | 110 |
|
|
2019
Q1 | $335K | Sell |
784
-70
| -8% | -$29.9K | 0.07% | 110 |
|
|
2018
Q4 | $335K | Buy |
+854
| New | +$335K | 0.08% | 102 |
|
|
2018
Q3 | – | Sell |
-870
| Closed | -$434K | – | 505 |
|
|
2018
Q2 | $434K | Hold |
870
| – | – | 0.09% | 93 |
|
|
2018
Q1 | $471K | Sell |
870
-28
| -3% | -$15.2K | 0.1% | 87 |
|
|
2017
Q4 | $461K | Hold |
898
| – | – | 0.1% | 86 |
|
|
2017
Q3 | $401K | Hold |
898
| – | – | 0.09% | 84 |
|
|
2017
Q2 | $379K | Sell |
898
-12
| -1% | -$5.07K | 0.09% | 84 |
|
|
2017
Q1 | $349K | Buy |
910
+4
| +0.4% | +$1.53K | 0.08% | 87 |
|
|
2016
Q4 | $345K | Buy |
906
+507
| +127% | +$193K | 0.08% | 86 |
|
|
2016
Q3 | $145K | Sell |
399
-507
| -56% | -$184K | 0.02% | 283 |
|
|
2016
Q2 | $310K | Sell |
906
-9
| -1% | -$3.08K | 0.09% | 87 |
|
|
2016
Q1 | $312K | Sell |
915
-30
| -3% | -$10.2K | 0.11% | 75 |
|
|
2015
Q4 | $322K | Hold |
945
| – | – | 0.12% | 77 |
|
|
2015
Q3 | $281K | Hold |
945
| – | – | 0.12% | 74 |
|
|
2015
Q2 | $327K | Hold |
945
| – | – | 0.12% | 71 |
|
|
2015
Q1 | $346K | Hold |
945
| – | – | 0.13% | 73 |
|
|
2014
Q4 | $338K | Hold |
945
| – | – | 0.14% | 71 |
|
|
2014
Q3 | $310K | Sell |
945
-25
| -3% | -$8.2K | 0.14% | 69 |
|
|
2014
Q2 | $310K | Hold |
970
| – | – | 0.15% | 69 |
|
|
2014
Q1 | $305K | Sell |
970
-250
| -20% | -$78.6K | 0.16% | 66 |
|
|
2013
Q4 | $386K | Hold |
1,220
| – | – | 0.21% | 58 |
|
|
2013
Q3 | $330K | Buy |
1,220
+100
| +9% | +$27K | 0.21% | 62 |
|
|
2013
Q2 | $288K | Buy |
+1,120
| New | +$288K | 0.2% | 66 |
|