Jones Financial Companies’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
793
+335
| +73% | +$59.1K | ﹤0.01% | 1795 |
|
|
2025
Q1 | $82.9K | Buy |
458
+51
| +13% | +$9.23K | ﹤0.01% | 1859 |
|
|
2024
Q4 | $85.3K | Buy |
407
+106
| +35% | +$22.2K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $64.7K | Buy |
301
+164
| +120% | +$35.3K | ﹤0.01% | 1549 |
|
|
2024
Q2 | $27.6K | Buy |
137
+64
| +88% | +$12.9K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $17.9K | Buy |
+73
| New | +$17.9K | ﹤0.01% | 931 |
|
|
2021
Q2 | – | Sell |
-19
| Closed | -$4K | – | 712 |
|
|
2021
Q1 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 652 |
|
|
2013
Q4 | – | Sell |
-526
| Closed | -$34K | – | 387 |
|
|
2013
Q3 | $34K | Buy |
+526
| New | +$34K | ﹤0.01% | 351 |
|