Jones Financial Companies
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Jones Financial Companies’s Morningstar MORN Stock Holding History

Jones Financial Companies’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$21.8K Buy
2025
Q2 		– Sell
2025
Q1 		$18.1K Hold
2024
Q4 		$20.5K Hold
2024
Q3 		$19.4K Buy
2024
Q2 		$12.7K Buy
2024
Q1 		$11.7K Buy
2022
Q2 		– Sell
2022
Q1 		$27K Buy