Jones Financial Companies’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.7K | Buy |
11,576
+3,219
| +39% | +$27.2K | ﹤0.01% | 1947 |
|
|
2025
Q1 | $65K | Sell |
8,357
-4,567
| -35% | -$35.5K | ﹤0.01% | 1955 |
|
|
2024
Q4 | $104K | Buy |
12,924
+2,436
| +23% | +$19.6K | ﹤0.01% | 1611 |
|
|
2024
Q3 | $80.8K | Buy |
10,488
+4,175
| +66% | +$32.1K | ﹤0.01% | 1473 |
|
|
2024
Q2 | $39K | Buy |
+6,313
| New | +$39K | ﹤0.01% | 1340 |
|
|
2013
Q4 | – | Sell |
-997
| Closed | -$13K | – | 332 |
|
|
2013
Q3 | $13K | Sell |
997
-7,604
| -88% | -$99.1K | ﹤0.01% | 479 |
|
|
2013
Q2 | $97K | Buy |
+8,601
| New | +$97K | ﹤0.01% | 261 |
|