Jones Financial Companies’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
6,233
+1,750
| +39% | +$87.3K | ﹤0.01% | 1473 |
|
|
2025
Q1 | $149K | Buy |
4,483
+2,161
| +93% | +$71.7K | ﹤0.01% | 1612 |
|
|
2024
Q4 | $89.1K | Buy |
2,322
+1,327
| +133% | +$50.9K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $33.4K | Buy |
995
+936
| +1,586% | +$31.4K | ﹤0.01% | 1784 |
|
|
2024
Q2 | $1.74K | Buy |
+59
| New | +$1.74K | ﹤0.01% | 2189 |
|
|
2022
Q1 | – | Sell |
-159
| Closed | -$2K | – | 737 |
|
|
2021
Q4 | $2K | Hold |
159
| – | – | ﹤0.01% | 717 |
|
|
2021
Q3 | $2K | Hold |
159
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $2K | Hold |
159
| – | – | ﹤0.01% | 607 |
|
|
2021
Q1 | $2K | Buy |
+159
| New | +$2K | ﹤0.01% | 731 |
|
|
2013
Q4 | – | Sell |
-466
| Closed | -$3K | – | 348 |
|
|
2013
Q3 | $3K | Sell |
466
-14,666
| -97% | -$94.4K | ﹤0.01% | 624 |
|
|
2013
Q2 | $88K | Buy |
+15,132
| New | +$88K | ﹤0.01% | 267 |
|