Jones Financial Companies

Jones Financial Companies’s Liberty All-Star Growth Fund ASG Stock Holding History

Jones Financial Companies’s Portfolio ASG Stock Details ASG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$227K	Sell
2025 Q2	$238K	Buy
2025 Q1	$205K	Buy
2024 Q4	$161K	Buy
2024 Q3	$86.5K	Buy
2024 Q2	$54.4K	Buy