Jones Financial Companies
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Jones Financial Companies’s DT Midstream DTM Stock Holding History

Jones Financial Companies’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$981K Buy
7,240
+4,390
+154% +$573K ﹤0.01% 1725
2025
Q4 		$341K Buy
2,850
+305
+12% +$35K ﹤0.01% 1672
2025
Q3 		$288K Buy
2,545
+292
+13% +$30.5K ﹤0.01% 1637
2025
Q2 		$245K Buy
2,253
+302
+15% +$30.6K ﹤0.01% 1573
2025
Q1 		$189K Buy
1,951
+1,183
+154% +$118K ﹤0.01% 1512
2024
Q4 		$76.4K Buy
768
+100
+15% +$9.52K ﹤0.01% 1721
2024
Q3 		$52.2K Buy
668
+556
+496% +$41.5K ﹤0.01% 1619
2024
Q2 		$7.96K Buy
+112
New +$7.35K ﹤0.01% 1823
2023
Q1 		– Sell
-85
Closed -$5K – 627
2022
Q4 		$5K Buy
+85
New +$4.86K ﹤0.01% 537
2022
Q2 		– Sell
-38
Closed -$2K – 754
2022
Q1 		$2K Sell
38
-7
-16% -$365 ﹤0.01% 644
2021
Q4 		$2K Buy
45
+22
+96% +$1.05K ﹤0.01% 716
2021
Q3 		$1K Buy
+23
New +$1.01K ﹤0.01% 634

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