Jones Financial Companies’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
11,387
+1,295
| +13% | +$632K | ﹤0.01% | 472 |
|
|
2025
Q1 | $4.66M | Buy |
10,092
+2,372
| +31% | +$1.09M | ﹤0.01% | 442 |
|
|
2024
Q4 | $3.65M | Buy |
7,720
+1,996
| +35% | +$945K | ﹤0.01% | 414 |
|
|
2024
Q3 | $2.71M | Buy |
5,724
+2,021
| +55% | +$957K | ﹤0.01% | 389 |
|
|
2024
Q2 | $1.56M | Buy |
3,703
+3,370
| +1,012% | +$1.42M | ﹤0.01% | 359 |
|
|
2024
Q1 | $131K | Buy |
333
+28
| +9% | +$11K | ﹤0.01% | 538 |
|
|
2023
Q4 | $119K | Buy |
305
+124
| +69% | +$48.4K | ﹤0.01% | 385 |
|
|
2023
Q3 | $57.2K | Buy |
181
+2
| +1% | +$632 | ﹤0.01% | 355 |
|
|
2023
Q2 | $62.2K | Buy |
179
+98
| +121% | +$34.1K | ﹤0.01% | 348 |
|
|
2023
Q1 | $24.8K | Sell |
81
-17
| -17% | -$5.2K | ﹤0.01% | 403 |
|
|
2022
Q4 | $27K | Buy |
98
+15
| +18% | +$4.13K | ﹤0.01% | 389 |
|
|
2022
Q3 | $20K | Sell |
83
-2
| -2% | -$482 | ﹤0.01% | 382 |
|
|
2022
Q2 | $23K | Hold |
85
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $29K | Hold |
85
| – | – | ﹤0.01% | 395 |
|
|
2021
Q4 | $33K | Buy |
85
+8
| +10% | +$3.11K | ﹤0.01% | 411 |
|
|
2021
Q3 | $27K | Sell |
77
-13
| -14% | -$4.56K | ﹤0.01% | 397 |
|
|
2021
Q2 | $33K | Hold |
90
| – | – | ﹤0.01% | 353 |
|
|
2021
Q1 | $27K | Sell |
90
-1
| -1% | -$300 | ﹤0.01% | 426 |
|
|
2020
Q4 | $26K | Buy |
+91
| New | +$26K | ﹤0.01% | 344 |
|
|
2013
Q4 | – | Sell |
-25
| Closed | -$2K | – | 418 |
|
|
2013
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 653 |
|
|
2013
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 729 |
|