Jones Financial Companies’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
7,152
+3,651
| +104% | +$148K | ﹤0.01% | 1505 |
|
|
2025
Q1 | $134K | Buy |
3,501
+791
| +29% | +$30.4K | ﹤0.01% | 1653 |
|
|
2024
Q4 | $101K | Buy |
2,710
+1,597
| +143% | +$59.2K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $39K | Buy |
1,113
+913
| +457% | +$32K | ﹤0.01% | 1730 |
|
|
2024
Q2 | $6.76K | Sell |
200
-1,700
| -89% | -$57.4K | ﹤0.01% | 1876 |
|
|
2024
Q1 | $66K | Buy |
+1,900
| New | +$66K | ﹤0.01% | 681 |
|
|
2013
Q4 | – | Sell |
-500
| Closed | -$10K | – | 220 |
|
|
2013
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 514 |
|
|
2013
Q2 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 586 |
|