Jones Financial Companies
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Jones Financial Companies’s Live Oak Bancshares LOB Stock Holding History

Jones Financial Companies’s Portfolio LOB Stock Details LOB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.6K Buy
852
+750
+735% +$22.5K ﹤0.01% 2495
2025
Q1 		$2.72K Buy
+102
New +$2.72K ﹤0.01% 3170
2024
Q3 		– Sell
-34
Closed -$1.19K – 3080
2024
Q2 		$1.19K Buy
+34
New +$1.19K ﹤0.01% 2257