Jones Financial Companies
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Jones Financial Companies’s American States Water AWR Stock Holding History

Jones Financial Companies’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Buy
3,861
+1,047
+37% +$77.2K ﹤0.01% 2257
2025
Q4 		$204K Buy
2,814
+1,435
+104% +$106K ﹤0.01% 1906
2025
Q3 		$99.9K Buy
1,379
+18
+1% +$1.34K ﹤0.01% 2091
2025
Q2 		$104K Buy
1,361
+549
+68% +$43.1K ﹤0.01% 1926
2025
Q1 		$63.1K Buy
812
+271
+50% +$20.4K ﹤0.01% 1971
2024
Q4 		$42.1K Buy
541
+360
+199% +$30K ﹤0.01% 1944
2024
Q3 		$15K Buy
+181
New +$14.6K ﹤0.01% 2066
2024
Q1 		– Sell
-400
Closed -$32.2K – 1369
2023
Q4 		$32.2K Hold
400
– – ﹤0.01% 534
2023
Q3 		$31.5K Hold
400
– – ﹤0.01% 398
2023
Q2 		$34.8K Hold
400
– – ﹤0.01% 383
2023
Q1 		$35.6K Sell
400
-100
-20% -$9.14K ﹤0.01% 379
2022
Q4 		$46K Hold
500
– – ﹤0.01% 354
2022
Q3 		$39K Buy
+500
New +$42.4K ﹤0.01% 340
2022
Q2 		– Sell
-649
Closed -$58K – 726
2022
Q1 		$58K Sell
649
-336
-34% -$30K ﹤0.01% 334
2021
Q4 		$102K Buy
+985
New +$92.8K ﹤0.01% 307

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