Jones Financial Companies
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Jones Financial Companies’s MediaAlpha MAX Stock Holding History

Jones Financial Companies’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-700
Closed -$6.55K – 4117
2025
Q1 		$6.55K Buy
700
+200
+40% +$1.87K ﹤0.01% 2863
2024
Q4 		$5.65K Buy
500
+100
+25% +$1.13K ﹤0.01% 2718
2024
Q3 		$7.28K Buy
+400
New +$7.28K ﹤0.01% 2329