Jones Financial Companies’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $130K | Buy |
12,277
+2,505
| +26% | +$26.4K | ﹤0.01% | 1834 |
|
2025
Q1 | $85.9K | Sell |
9,772
-1,710
| -15% | -$15K | ﹤0.01% | 1848 |
|
2024
Q4 | $116K | Buy |
11,482
+7,078
| +161% | +$71.3K | ﹤0.01% | 1572 |
|
2024
Q3 | $43.8K | Buy |
4,404
+2,625
| +148% | +$26.1K | ﹤0.01% | 1693 |
|
2024
Q2 | $20.3K | Buy |
1,779
+1,448
| +437% | +$16.5K | ﹤0.01% | 1532 |
|
2024
Q1 | $3.64K | Hold |
331
| – | – | ﹤0.01% | 1206 |
|
2023
Q4 | $3.12K | Buy |
+331
| New | +$3.12K | ﹤0.01% | 838 |
|
2022
Q2 | – | Sell |
-879
| Closed | -$6K | – | 722 |
|
2022
Q1 | $6K | Sell |
879
-828
| -49% | -$5.65K | ﹤0.01% | 551 |
|
2021
Q4 | $13K | Hold |
1,707
| – | – | ﹤0.01% | 518 |
|
2021
Q3 | $13K | Hold |
1,707
| – | – | ﹤0.01% | 457 |
|
2021
Q2 | $14K | Buy |
1,707
+879
| +106% | +$7.21K | ﹤0.01% | 437 |
|
2021
Q1 | $6K | Buy |
+828
| New | +$6K | ﹤0.01% | 589 |
|