Jones Financial Companies’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Buy |
123
+31
| +34% | +$7.16K | ﹤0.01% | 2453 |
|
|
2025
Q1 | $21.9K | Buy |
92
+7
| +8% | +$1.66K | ﹤0.01% | 2395 |
|
|
2024
Q4 | $24.2K | Buy |
85
+23
| +37% | +$6.56K | ﹤0.01% | 2169 |
|
|
2024
Q3 | $16.4K | Buy |
62
+40
| +182% | +$10.6K | ﹤0.01% | 2025 |
|
|
2024
Q2 | $5.28K | Buy |
22
+8
| +57% | +$1.92K | ﹤0.01% | 1931 |
|
|
2024
Q1 | $3.25K | Buy |
+14
| New | +$3.25K | ﹤0.01% | 1220 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 556 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 619 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$5K | – | 699 |
|
|
2021
Q4 | $5K | Hold |
18
| – | – | ﹤0.01% | 637 |
|
|
2021
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $6K | Hold |
18
| – | – | ﹤0.01% | 531 |
|
|
2021
Q1 | $5K | Buy |
18
+4
| +29% | +$1.11K | ﹤0.01% | 612 |
|
|
2020
Q4 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 514 |
|