Jones Financial Companies’s DoubleVerify DV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.3K Buy
+1,369
New +$20.3K ﹤0.01% 2582
2025
Q1
Sell
-65
Closed -$1.25K 3753
2024
Q4
$1.25K Sell
65
-1
-2% -$19 ﹤0.01% 3093
2024
Q3
$1.11K Buy
66
+29
+78% +$488 ﹤0.01% 2790
2024
Q2
$720 Buy
+37
New +$720 ﹤0.01% 2312