Jones Financial Companies’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
17,828
+1,880
| +12% | +$112K | ﹤0.01% | 990 |
|
|
2025
Q1 | $936K | Buy |
15,948
+5,186
| +48% | +$305K | ﹤0.01% | 890 |
|
|
2024
Q4 | $666K | Buy |
10,762
+7,408
| +221% | +$458K | ﹤0.01% | 880 |
|
|
2024
Q3 | $199K | Buy |
3,354
+2,835
| +546% | +$168K | ﹤0.01% | 1135 |
|
|
2024
Q2 | $26.5K | Buy |
+519
| New | +$26.5K | ﹤0.01% | 1462 |
|
|
2023
Q1 | – | Sell |
-153
| Closed | -$10K | – | 610 |
|
|
2022
Q4 | $10K | Buy |
+153
| New | +$10K | ﹤0.01% | 473 |
|
|
2013
Q4 | – | Sell |
-35
| Closed | -$1K | – | 281 |
|
|
2013
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 685 |
|
|
2013
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 748 |
|