Jones Financial Companies’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
26,162
+1,847
| +8% | +$34.4K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $374K | Buy |
24,315
+1,868
| +8% | +$28.7K | ﹤0.01% | 1242 |
|
|
2024
Q4 | $298K | Buy |
22,447
+8,496
| +61% | +$113K | ﹤0.01% | 1183 |
|
|
2024
Q3 | $172K | Buy |
13,951
+10,812
| +344% | +$133K | ﹤0.01% | 1184 |
|
|
2024
Q2 | $33.6K | Buy |
3,139
+2,775
| +762% | +$29.7K | ﹤0.01% | 1387 |
|
|
2024
Q1 | $3.44K | Buy |
364
+177
| +95% | +$1.67K | ﹤0.01% | 1216 |
|
|
2023
Q4 | $1.47K | Sell |
187
-3,646
| -95% | -$28.7K | ﹤0.01% | 933 |
|
|
2023
Q3 | $29.9K | Buy |
+3,833
| New | +$29.9K | ﹤0.01% | 400 |
|
|
2023
Q1 | – | Sell |
-109
| Closed | -$1K | – | 594 |
|
|
2022
Q4 | $1K | Buy |
+109
| New | +$1K | ﹤0.01% | 634 |
|
|
2022
Q3 | – | Sell |
-85
| Closed | -$1K | – | 549 |
|
|
2022
Q2 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 615 |
|
|
2013
Q4 | – | Sell |
-1,013
| Closed | -$17K | – | 248 |
|
|
2013
Q3 | $17K | Buy |
1,013
+417
| +70% | +$7K | ﹤0.01% | 437 |
|
|
2013
Q2 | $10K | Buy |
+596
| New | +$10K | ﹤0.01% | 587 |
|