Jones Financial Companies
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Jones Financial Companies’s CBIZ CBZ Stock Holding History

Jones Financial Companies’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$34.7K Buy
2025
Q1 		$31K Buy
2024
Q4 		$14.7K Hold
2024
Q3 		$12K Hold
2024
Q2 		$13.3K Buy