Jones Financial Companies
BRY

Jones Financial Companies’s Berry Corp BRY Stock Holding History

Jones Financial Companies’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,505
Closed -$50.1K – 4426
2025
Q3 		$50.1K Sell
12,505
-4,495
-26% -$14.6K ﹤0.01% 2379
2025
Q2 		$48.3K Buy
17,000
+16,000
+1,600% +$42.8K ﹤0.01% 2241
2025
Q1 		$3.17K Buy
+1,000
New +$4.1K ﹤0.01% 3119

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return