Jones Financial Companies’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$687K Buy
2025
Q2
$897K Buy
2025
Q1
$911K Buy
2024
Q4
$786K Buy
2024
Q3
$626K Buy
2024
Q2
$116K Buy
2024
Q1
$7.4K Buy