Jones Financial Companies’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
3,297
+928
| +39% | +$68.1K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $227K | Buy |
2,369
+1,250
| +112% | +$120K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $109K | Buy |
1,119
+737
| +193% | +$71.9K | ﹤0.01% | 1595 |
|
|
2024
Q3 | $46.2K | Buy |
382
+240
| +169% | +$29K | ﹤0.01% | 1672 |
|
|
2024
Q2 | $16.6K | Buy |
142
+141
| +14,100% | +$16.5K | ﹤0.01% | 1602 |
|
|
2024
Q1 | $129 | Sell |
1
-47
| -98% | -$6.06K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $6.09K | Buy |
48
+31
| +182% | +$3.93K | ﹤0.01% | 739 |
|
|
2023
Q3 | $1.7K | Buy |
+17
| New | +$1.7K | ﹤0.01% | 584 |
|
|
2023
Q1 | – | Sell |
-78
| Closed | -$11K | – | 579 |
|
|
2022
Q4 | $11K | Hold |
78
| – | – | ﹤0.01% | 465 |
|
|
2022
Q3 | $11K | Sell |
78
-7
| -8% | -$987 | ﹤0.01% | 411 |
|
|
2022
Q2 | $12K | Sell |
85
-10
| -11% | -$1.41K | ﹤0.01% | 453 |
|
|
2022
Q1 | $19K | Buy |
95
+17
| +22% | +$3.4K | ﹤0.01% | 442 |
|
|
2021
Q4 | $17K | Hold |
78
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $15K | Hold |
78
| – | – | ﹤0.01% | 446 |
|
|
2021
Q2 | $14K | Sell |
78
-20
| -20% | -$3.59K | ﹤0.01% | 436 |
|
|
2021
Q1 | $16K | Buy |
98
+20
| +26% | +$3.27K | ﹤0.01% | 477 |
|
|
2020
Q4 | $14K | Buy |
+78
| New | +$14K | ﹤0.01% | 394 |
|