Jones Financial Companies’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4K | Buy |
1,025
+721
| +237% | +$5.91K | ﹤0.01% | 2940 |
|
|
2025
Q1 | $2.8K | Hold |
304
| – | – | ﹤0.01% | 3158 |
|
|
2024
Q4 | $2.64K | Sell |
304
-114
| -27% | -$989 | ﹤0.01% | 2933 |
|
|
2024
Q3 | $5.48K | Buy |
418
+304
| +267% | +$3.99K | ﹤0.01% | 2416 |
|
|
2024
Q2 | $1.88K | Buy |
+114
| New | +$1.88K | ﹤0.01% | 2169 |
|
|
2022
Q2 | – | Sell |
-1,125
| Closed | -$58K | – | 787 |
|
|
2022
Q1 | $58K | Buy |
+1,125
| New | +$58K | ﹤0.01% | 336 |
|