Jones Financial Companies
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Jones Financial Companies’s Commerce Bancshares CBSH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$741K Buy
11,923
+5,269
+79% +$327K ﹤0.01% 1127
2025
Q1
$413K Sell
6,654
-505
-7% -$31.4K ﹤0.01% 1209
2024
Q4
$446K Buy
7,159
+1,510
+27% +$94.1K ﹤0.01% 1036
2024
Q3
$336K Buy
5,649
+5,577
+7,746% +$331K ﹤0.01% 966
2024
Q2
$4.02K Sell
72
-453
-86% -$25.3K ﹤0.01% 1990
2024
Q1
$27.9K Buy
525
+486
+1,246% +$25.9K ﹤0.01% 837
2023
Q4
$2.08K Sell
39
-22
-36% -$1.17K ﹤0.01% 904
2023
Q3
$2.93K Buy
+61
New +$2.93K ﹤0.01% 543
2022
Q3
Sell
-12
Closed -$1K 561
2022
Q2
$1K Buy
+12
New +$1K ﹤0.01% 622
2020
Q1
Sell
-8,554
Closed -$581K 197
2019
Q4
$581K Buy
+8,554
New +$581K ﹤0.01% 160
2015
Q1
Sell
-6,681
Closed -$291K 226
2014
Q4
$291K Buy
6,681
+843
+14% +$36.7K ﹤0.01% 214
2014
Q3
$261K Buy
+5,838
New +$261K ﹤0.01% 213
2014
Q1
Sell
-10,430
Closed -$468K 216
2013
Q4
$468K Sell
10,430
-9,504
-48% -$426K ﹤0.01% 187
2013
Q3
$873K Hold
19,934
0.01% 157
2013
Q2
$868K Buy
+19,934
New +$868K 0.01% 150