Jones Financial Companies’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Buy |
2,032
+3
| +0.1% | +$1.33K | ﹤0.01% | 1047 |
|
|
2025
Q1 | $911K | Buy |
2,029
+393
| +24% | +$176K | ﹤0.01% | 897 |
|
|
2024
Q4 | $786K | Buy |
1,636
+272
| +20% | +$131K | ﹤0.01% | 822 |
|
|
2024
Q3 | $626K | Buy |
1,364
+1,080
| +380% | +$495K | ﹤0.01% | 743 |
|
|
2024
Q2 | $116K | Buy |
284
+268
| +1,675% | +$110K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $7.4K | Buy |
+16
| New | +$7.4K | ﹤0.01% | 1118 |
|