Jones Financial Companies
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Jones Financial Companies’s ATI ATI Stock Holding History

Jones Financial Companies’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
2025
Q1 		$574K Buy
2024
Q4 		$582K Buy
2024
Q3 		$616K Buy
2024
Q2 		$409K Buy
2024
Q1 		$198K Buy
2023
Q4 		$15.9K Buy