Jones Financial Companies
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Jones Financial Companies’s Idacorp IDA Stock Holding History

Jones Financial Companies’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.56M Buy
46,718
+45,394
+3,429% +$6.23M ﹤0.01% 975
2025
Q4 		$168K Buy
1,324
+15
+1% +$1.95K ﹤0.01% 1986
2025
Q3 		$170K Buy
1,309
+318
+32% +$39.4K ﹤0.01% 1853
2025
Q2 		$113K Buy
991
+309
+45% +$35.8K ﹤0.01% 1884
2025
Q1 		$78.3K Buy
682
+166
+32% +$18.6K ﹤0.01% 1874
2024
Q4 		$56.4K Buy
516
+480
+1,333% +$52.8K ﹤0.01% 1831
2024
Q3 		$3.67K Buy
+36
New +$3.6K ﹤0.01% 2524
2024
Q1 		– Sell
-19
Closed -$1.87K – 1409
2023
Q4 		$1.87K Buy
+19
New +$1.84K ﹤0.01% 919
2023
Q3 		– Sell
-200
Closed -$20.5K – 702
2023
Q2 		$20.5K Buy
+200
New +$21.5K ﹤0.01% 420
2022
Q3 		– Sell
-384
Closed -$41K – 629
2022
Q2 		$41K Buy
384
+11
+3% +$1.19K ﹤0.01% 343
2022
Q1 		$43K Sell
373
-125
-25% -$13.6K ﹤0.01% 363
2021
Q4 		$56K Hold
498
– – ﹤0.01% 353
2021
Q3 		$51K Hold
498
– – ﹤0.01% 316
2021
Q2 		$49K Sell
498
-276
-36% -$27.7K ﹤0.01% 314
2021
Q1 		$77K Sell
774
-119
-13% -$10.9K ﹤0.01% 296
2020
Q4 		$86K Buy
+893
New +$81.3K ﹤0.01% 259

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VCM
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Morgan Stanley
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return