Jones Financial Companies’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61
| Closed | -$18.1K | – | 4123 |
|
|
2025
Q1 | $18.1K | Hold |
61
| – | – | ﹤0.01% | 2475 |
|
|
2024
Q4 | $20.5K | Hold |
61
| – | – | ﹤0.01% | 2248 |
|
|
2024
Q3 | $19.4K | Buy |
61
+18
| +42% | +$5.71K | ﹤0.01% | 1961 |
|
|
2024
Q2 | $12.7K | Buy |
43
+5
| +13% | +$1.48K | ﹤0.01% | 1680 |
|
|
2024
Q1 | $11.7K | Buy |
+38
| New | +$11.7K | ﹤0.01% | 1029 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$27K | – | 803 |
|
|
2022
Q1 | $27K | Buy |
+100
| New | +$27K | ﹤0.01% | 405 |
|