JFA
JNBA Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
12,334
-199
| -2% | -$10.3K | 0.06% | 124 |
|
|
2025
Q1 | $749K | Sell |
12,533
-23
| -0.2% | -$1.38K | 0.08% | 105 |
|
|
2024
Q4 | $801K | Sell |
12,556
-127
| -1% | -$8.1K | 0.08% | 99 |
|
|
2024
Q3 | $937K | Sell |
12,683
-412
| -3% | -$30.4K | 0.09% | 91 |
|
|
2024
Q2 | $828K | Buy |
13,095
+240
| +2% | +$15.2K | 0.09% | 103 |
|
|
2024
Q1 | $899K | Sell |
12,855
-400
| -3% | -$28K | 0.09% | 103 |
|
|
2023
Q4 | $863K | Sell |
13,255
-50
| -0.4% | -$3.26K | 0.1% | 105 |
|
|
2023
Q3 | $851K | Buy |
13,305
+408
| +3% | +$26.1K | 0.11% | 103 |
|
|
2023
Q2 | $989K | Sell |
12,897
-29
| -0.2% | -$2.22K | 0.12% | 98 |
|
|
2023
Q1 | $1.1M | Sell |
12,926
-73
| -0.6% | -$6.24K | 0.14% | 88 |
|
|
2022
Q4 | $1.09M | Sell |
12,999
-1,178
| -8% | -$98.8K | 0.15% | 89 |
|
|
2022
Q3 | $1.09M | Buy |
14,177
+109
| +0.8% | +$8.35K | 0.17% | 84 |
|
|
2022
Q2 | $1.06M | Sell |
14,068
-681
| -5% | -$51.4K | 0.16% | 84 |
|
|
2022
Q1 | $999K | Buy |
14,749
+102
| +0.7% | +$6.91K | 0.13% | 92 |
|
|
2021
Q4 | $987K | Hold |
14,647
| – | – | 0.12% | 95 |
|
|
2021
Q3 | $876K | Sell |
14,647
-402
| -3% | -$24K | 0.12% | 98 |
|
|
2021
Q2 | $917K | Buy |
15,049
+842
| +6% | +$51.3K | 0.12% | 94 |
|
|
2021
Q1 | $871K | Buy |
14,207
+350
| +3% | +$21.5K | 0.13% | 95 |
|
|
2020
Q4 | $815K | Buy |
13,857
+715
| +5% | +$42.1K | 0.13% | 87 |
|
|
2020
Q3 | $811K | Sell |
13,142
-25
| -0.2% | -$1.54K | 0.16% | 83 |
|
|
2020
Q2 | $812K | Sell |
13,167
-412
| -3% | -$25.4K | 0.17% | 80 |
|
|
2020
Q1 | $717K | Sell |
13,579
-275
| -2% | -$14.5K | 0.17% | 79 |
|
|
2019
Q4 | $742K | Hold |
13,854
| – | – | 0.14% | 84 |
|
|
2019
Q3 | $764K | Sell |
13,854
-405
| -3% | -$22.3K | 0.16% | 82 |
|
|
2019
Q2 | $749K | Buy |
14,259
+120
| +0.8% | +$6.3K | 0.15% | 81 |
|
|
2019
Q1 | $732K | Buy |
14,139
+295
| +2% | +$15.3K | 0.16% | 77 |
|
|
2018
Q4 | $539K | Buy |
13,844
+13,150
| +1,895% | +$512K | 0.12% | 83 |
|
|
2018
Q3 | $30K | Sell |
694
-12,290
| -95% | -$531K | 0.01% | 267 |
|
|
2018
Q2 | $575K | Buy |
12,984
+6,350
| +96% | +$281K | 0.12% | 83 |
|
|
2018
Q1 | $299K | Sell |
6,634
-250
| -4% | -$11.3K | 0.06% | 105 |
|
|
2017
Q4 | $408K | Buy |
6,884
+98
| +1% | +$5.81K | 0.09% | 92 |
|
|
2017
Q3 | $351K | Hold |
6,786
| – | – | 0.08% | 93 |
|
|
2017
Q2 | $376K | Buy |
6,786
+1
| +0% | +$55 | 0.09% | 85 |
|
|
2017
Q1 | $400K | Buy |
6,785
+258
| +4% | +$15.2K | 0.09% | 81 |
|
|
2016
Q4 | $403K | Buy |
6,527
+4,385
| +205% | +$271K | 0.1% | 79 |
|
|
2016
Q3 | $137K | Sell |
2,142
-3,243
| -60% | -$207K | 0.02% | 291 |
|
|
2016
Q2 | $384K | Sell |
5,385
-36
| -0.7% | -$2.57K | 0.11% | 77 |
|
|
2016
Q1 | $343K | Buy |
5,421
+65
| +1% | +$4.11K | 0.12% | 73 |
|
|
2015
Q4 | $309K | Sell |
5,356
-161
| -3% | -$9.29K | 0.12% | 81 |
|
|
2015
Q3 | $310K | Hold |
5,517
| – | – | 0.13% | 70 |
|
|
2015
Q2 | $307K | Hold |
5,517
| – | – | 0.12% | 75 |
|
|
2015
Q1 | $312K | Sell |
5,517
-47
| -0.8% | -$2.66K | 0.12% | 76 |
|
|
2014
Q4 | $297K | Hold |
5,564
| – | – | 0.12% | 77 |
|
|
2014
Q3 | $281K | Buy |
5,564
+152
| +3% | +$7.68K | 0.13% | 74 |
|
|
2014
Q2 | $284K | Hold |
5,412
| – | – | 0.14% | 77 |
|
|
2014
Q1 | $280K | Hold |
5,412
| – | – | 0.15% | 70 |
|
|
2013
Q4 | $270K | Buy |
5,412
+250
| +5% | +$12.5K | 0.15% | 73 |
|
|
2013
Q3 | $247K | Sell |
5,162
-41
| -0.8% | -$1.96K | 0.15% | 73 |
|
|
2013
Q2 | $252K | Buy |
+5,203
| New | +$252K | 0.17% | 72 |
|