Jones Financial Companies’s a.k.a. Brands AKA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.49K Hold
326
﹤0.01% 3266
2025
Q1
$4.66K Hold
326
﹤0.01% 2982
2024
Q4
$6.1K Hold
326
﹤0.01% 2696
2024
Q3
$7.86K Hold
326
﹤0.01% 2303
2024
Q2
$4.97K Buy
+326
New +$4.97K ﹤0.01% 1938