Jones Financial Companies
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Jones Financial Companies’s Doximity DOCS Stock Holding History

Jones Financial Companies’s Portfolio DOCS Stock Details DOCS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$240K Buy
2025
Q2 		$165K Buy
2025
Q1 		$52.1K Buy
2024
Q4 		$22.4K Sell
2024
Q3 		$19.8K Buy
2024
Q2 		$8.28K Buy
2024
Q1 		$7.64K Buy
2023
Q4 		$6.14K Buy
2023
Q3 		$1.25K Buy
2022
Q3 		– Sell
2022
Q2 		$0 Buy