Jones Financial Companies’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
17,228
+2,106
| +14% | +$57.3K | ﹤0.01% | 1296 |
|
|
2025
Q1 | $300K | Sell |
15,122
-25
| -0.2% | -$495 | ﹤0.01% | 1333 |
|
|
2024
Q4 | $284K | Buy |
15,147
+4,547
| +43% | +$85.2K | ﹤0.01% | 1198 |
|
|
2024
Q3 | $245K | Buy |
10,600
+3,492
| +49% | +$80.8K | ﹤0.01% | 1067 |
|
|
2024
Q2 | $190K | Buy |
7,108
+1,000
| +16% | +$26.8K | ﹤0.01% | 851 |
|
|
2024
Q1 | $218K | Buy |
6,108
+5,007
| +455% | +$179K | ﹤0.01% | 450 |
|
|
2023
Q4 | $33.4K | Buy |
+1,101
| New | +$33.4K | ﹤0.01% | 527 |
|