Jones Financial Companies
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Jones Financial Companies’s Moelis & Co MC Stock Holding History

Jones Financial Companies’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$118K Buy
2025
Q2 		$89K Buy
2025
Q1 		$56.3K Buy
2024
Q4 		$60.7K Buy
2024
Q3 		$22.8K Buy
2024
Q2 		$10.7K Buy
2022
Q1 		– Sell
2021
Q4 		$19K Hold
2021
Q3 		$19K Hold
2021
Q2 		$18K Hold
2021
Q1 		$17K Buy