Jones Financial Companies’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.01M | Buy |
24,240
+3,602
| +17% | +$447K | ﹤0.01% | 650 |
|
2025
Q1 | $1.9M | Buy |
20,638
+9,254
| +81% | +$854K | ﹤0.01% | 670 |
|
2024
Q4 | $1.31M | Buy |
11,384
+5,040
| +79% | +$581K | ﹤0.01% | 676 |
|
2024
Q3 | $762K | Buy |
6,344
+3,164
| +99% | +$380K | ﹤0.01% | 683 |
|
2024
Q2 | $439K | Buy |
3,180
+2,513
| +377% | +$347K | ﹤0.01% | 597 |
|
2024
Q1 | $76.1K | Buy |
667
+340
| +104% | +$38.8K | ﹤0.01% | 651 |
|
2023
Q4 | $25K | Buy |
+327
| New | +$25K | ﹤0.01% | 559 |
|
2023
Q1 | – | Sell |
-22
| Closed | -$1K | – | 622 |
|
2022
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 654 |
|
2021
Q2 | – | Sell |
-316
| Closed | -$14K | – | 662 |
|
2021
Q1 | $14K | Buy |
+316
| New | +$14K | ﹤0.01% | 496 |
|