Jones Financial Companies’s Brookfield Asset Management BAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$232K	Buy	4,212 +966	+30%	+$53.3K	﹤0.01%	1605
2025 Q1	$157K	Buy	3,246 +769	+31%	+$37.3K	﹤0.01%	1585
2024 Q4	$134K	Buy	2,477 +1,182	+91%	+$64.1K	﹤0.01%	1517
2024 Q3	$61.1K	Buy	1,295 +258	+25%	+$12.2K	﹤0.01%	1571
2024 Q2	$39.5K	Buy	+1,037	New	+$39.5K	﹤0.01%	1338