Jones Financial Companies’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Buy |
928
+122
| +15% | +$4.15K | ﹤0.01% | 2409 |
|
|
2025
Q1 | $25.1K | Buy |
806
+555
| +221% | +$17.3K | ﹤0.01% | 2349 |
|
|
2024
Q4 | $7.93K | Buy |
251
+76
| +43% | +$2.4K | ﹤0.01% | 2610 |
|
|
2024
Q3 | $5.73K | Buy |
175
+100
| +133% | +$3.28K | ﹤0.01% | 2408 |
|
|
2024
Q2 | $1.98K | Buy |
+75
| New | +$1.98K | ﹤0.01% | 2159 |
|
|
2024
Q1 | – | Sell |
-102
| Closed | -$2.61K | – | 1373 |
|
|
2023
Q4 | $2.61K | Buy |
102
+63
| +162% | +$1.61K | ﹤0.01% | 873 |
|
|
2023
Q3 | $944 | Buy |
+39
| New | +$944 | ﹤0.01% | 637 |
|