Jones Financial Companies’s Brookfield Renewable BEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
4,298
+785
+22% +$20.1K ﹤0.01% 1897
2025
Q1
$78.2K Buy
3,513
+926
+36% +$20.6K ﹤0.01% 1877
2024
Q4
$59K Buy
2,587
+537
+26% +$12.2K ﹤0.01% 1813
2024
Q3
$58K Buy
2,050
+745
+57% +$21.1K ﹤0.01% 1587
2024
Q2
$32.3K Buy
+1,305
New +$32.3K ﹤0.01% 1398