Jones Financial Companies
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Jones Financial Companies’s Healthcare Realty HR Stock Holding History

Jones Financial Companies’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$33.2K Sell
2025
Q2 		$29.4K Sell
2025
Q1 		$33.7K Sell
2024
Q4 		$52K Buy
2024
Q3 		$33K Buy
2024
Q2 		$24.7K Hold
2024
Q1 		$21.2K Buy
2013
Q4 		– Sell
2013
Q3 		$19K Hold
2013
Q2 		$20K Buy