Jones Financial Companies
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Jones Financial Companies’s Etsy ETSY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$925K Sell
18,265
-2,082
-10% -$105K ﹤0.01% 1030
2025
Q1
$950K Buy
20,347
+9,554
+89% +$446K ﹤0.01% 886
2024
Q4
$571K Sell
10,793
-3,148
-23% -$166K ﹤0.01% 944
2024
Q3
$796K Buy
13,941
+6,072
+77% +$347K ﹤0.01% 671
2024
Q2
$464K Buy
7,869
+6,078
+339% +$358K ﹤0.01% 581
2024
Q1
$123K Buy
1,791
+838
+88% +$57.6K ﹤0.01% 554
2023
Q4
$77.2K Buy
953
+372
+64% +$30.2K ﹤0.01% 429
2023
Q3
$37.5K Buy
581
+11
+2% +$710 ﹤0.01% 385
2023
Q2
$48.2K Buy
+570
New +$48.2K ﹤0.01% 367
2023
Q1
Sell
-16
Closed -$2K 636
2022
Q4
$2K Buy
+16
New +$2K ﹤0.01% 601
2022
Q1
Sell
-30
Closed -$7K 729
2021
Q4
$7K Hold
30
﹤0.01% 592
2021
Q3
$6K Hold
30
﹤0.01% 559
2021
Q2
$6K Hold
30
﹤0.01% 537
2021
Q1
$6K Buy
+30
New +$6K ﹤0.01% 595