JNBA Financial Advisors’s The Mosaic Company MOS Stock Holding History

JNBA Financial Advisors’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.2K	Hold	500	–	–	﹤0.01%	405
2025 Q1	$13.5K	Hold	500	–	–	﹤0.01%	426
2024 Q4	$12.3K	Hold	500	–	–	﹤0.01%	437
2024 Q3	$13.4K	Hold	500	–	–	﹤0.01%	431
2024 Q2	$14.5K	Hold	500	–	–	﹤0.01%	420
2024 Q1	$16.2K	Hold	500	–	–	﹤0.01%	414
2023 Q4	$17.9K	Hold	500	–	–	﹤0.01%	405
2023 Q3	$17.8K	Hold	500	–	–	﹤0.01%	397
2023 Q2	$17.5K	Hold	500	–	–	﹤0.01%	400
2023 Q1	$22.9K	Hold	500	–	–	﹤0.01%	375
2022 Q4	$21.9K	Hold	500	–	–	﹤0.01%	359
2022 Q3	$24K	Hold	500	–	–	﹤0.01%	353
2022 Q2	$24K	Hold	500	–	–	﹤0.01%	373
2022 Q1	$33K	Hold	500	–	–	﹤0.01%	341
2021 Q4	$20K	Hold	500	–	–	﹤0.01%	419
2021 Q3	$18K	Hold	500	–	–	﹤0.01%	433
2021 Q2	$16K	Hold	500	–	–	﹤0.01%	429
2021 Q1	$16K	Hold	500	–	–	﹤0.01%	412
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	425
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	426
2020 Q2	$6K	Hold	500	–	–	﹤0.01%	442
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	445
2019 Q4	$11K	Hold	500	–	–	﹤0.01%	428
2019 Q3	$10K	Hold	500	–	–	﹤0.01%	411
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	404
2019 Q1	$14K	Hold	500	–	–	﹤0.01%	371
2018 Q4	$15K	Buy	+500	New	+$15K	﹤0.01%	333
2018 Q3	–	Sell	-500	Closed	-$14K	–	624
2018 Q2	$14K	Hold	500	–	–	﹤0.01%	360
2018 Q1	$12K	Hold	500	–	–	﹤0.01%	358
2017 Q4	$13K	Hold	500	–	–	﹤0.01%	350
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	355
2017 Q2	$11K	Hold	500	–	–	﹤0.01%	346
2017 Q1	$15K	Sell	500 -500	-50%	-$15K	﹤0.01%	322
2016 Q4	$29K	Buy	1,000 +705	+239%	+$20.4K	0.01%	256
2016 Q3	$7K	Sell	295 -905	-75%	-$21.5K	﹤0.01%	1131
2016 Q2	$31K	Sell	1,200 -139	-10%	-$3.59K	0.01%	250
2016 Q1	$36K	Buy	1,339 +500	+60%	+$13.4K	0.01%	226
2015 Q4	$23K	Sell	839 -500	-37%	-$13.7K	0.01%	268
2015 Q3	$42K	Buy	1,339 +300	+29%	+$9.41K	0.02%	199
2015 Q2	$49K	Sell	1,039 -250	-19%	-$11.8K	0.02%	188
2015 Q1	$59K	Buy	1,289 +100	+8%	+$4.58K	0.02%	170
2014 Q4	$54K	Hold	1,189	–	–	0.02%	182
2014 Q3	$53K	Buy	1,189 +700	+143%	+$31.2K	0.02%	185
2014 Q2	$24K	Hold	489	–	–	0.01%	250
2014 Q1	$24K	Sell	489 -300	-38%	-$14.7K	0.01%	233
2013 Q4	$37K	Buy	789 +470	+147%	+$22K	0.02%	182
2013 Q3	$14K	Hold	319	–	–	0.01%	281
2013 Q2	$17K	Buy	+319	New	+$17K	0.01%	220