Jones Financial Companies’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
19,641
+7,205
+58% +$389K ﹤0.01% 992
2025
Q1
$512K Buy
12,436
+5,684
+84% +$234K ﹤0.01% 1115
2024
Q4
$298K Buy
6,752
+6,312
+1,435% +$279K ﹤0.01% 1184
2024
Q3
$15.1K Buy
+440
New +$15.1K ﹤0.01% 2061