Jones Financial Companies
DOC icon

Jones Financial Companies’s Healthpeak Properties DOC Stock Holding History

Jones Financial Companies’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$505K Buy
2025
Q2 		$386K Buy
2025
Q1 		$297K Buy
2024
Q4 		$242K Buy
2024
Q3 		$223K Buy
2024
Q2 		$83.3K Buy
2021
Q2 		– Sell
2021
Q1 		$13K Hold
2020
Q4 		$12K Buy
2013
Q3 		– Sell
2013
Q2 		$143K Buy