Jones Financial Companies’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $469K | Buy |
5,566
+1,336
| +32% | +$113K | ﹤0.01% | 1295 |
|
2025
Q1 | $336K | Sell |
4,230
-641
| -13% | -$50.9K | ﹤0.01% | 1290 |
|
2024
Q4 | $441K | Buy |
4,871
+2,854
| +141% | +$258K | ﹤0.01% | 1040 |
|
2024
Q3 | $198K | Buy |
2,017
+1,820
| +924% | +$178K | ﹤0.01% | 1138 |
|
2024
Q2 | $17.9K | Buy |
+197
| New | +$17.9K | ﹤0.01% | 1572 |
|
2024
Q1 | – | Sell |
-176
| Closed | -$13.6K | – | 1411 |
|
2023
Q4 | $13.6K | Buy |
+176
| New | +$13.6K | ﹤0.01% | 639 |
|
2022
Q4 | – | Sell |
-83
| Closed | -$4K | – | 746 |
|
2022
Q3 | $4K | Sell |
83
-26
| -24% | -$1.25K | ﹤0.01% | 485 |
|
2022
Q2 | $5K | Buy |
109
+26
| +31% | +$1.19K | ﹤0.01% | 546 |
|
2022
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 603 |
|
2021
Q4 | $5K | Hold |
83
| – | – | ﹤0.01% | 649 |
|
2021
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 590 |
|
2021
Q2 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 573 |
|