Jones Financial Companies’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Buy |
960
+447
| +87% | +$63.3K | ﹤0.01% | 1806 |
|
|
2025
Q1 | $77.1K | Sell |
513
-4
| -0.8% | -$601 | ﹤0.01% | 1885 |
|
|
2024
Q4 | $77.3K | Buy |
517
+115
| +29% | +$17.2K | ﹤0.01% | 1714 |
|
|
2024
Q3 | $65.6K | Buy |
402
+253
| +170% | +$41.3K | ﹤0.01% | 1543 |
|
|
2024
Q2 | $20.6K | Buy |
149
+51
| +52% | +$7.07K | ﹤0.01% | 1530 |
|
|
2024
Q1 | $13.5K | Buy |
+98
| New | +$13.5K | ﹤0.01% | 998 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$1K | – | 628 |
|
|
2022
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 659 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$2K | – | 581 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $3K | Sell |
28
-28
| -50% | -$3K | ﹤0.01% | 618 |
|
|
2021
Q4 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 616 |
|
|
2021
Q2 | – | Sell |
-35
| Closed | -$4K | – | 667 |
|
|
2021
Q1 | $4K | Buy |
35
+17
| +94% | +$1.94K | ﹤0.01% | 645 |
|
|
2020
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 593 |
|
|
2013
Q4 | – | Sell |
-10
| Closed | -$1K | – | 314 |
|
|
2013
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 688 |
|