Jones Financial Companies’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
70,010
+18,762
| +37% | +$1.67M | ﹤0.01% | 445 |
|
|
2025
Q1 | $3.84M | Buy |
51,248
+17,874
| +54% | +$1.34M | ﹤0.01% | 489 |
|
|
2024
Q4 | $2.58M | Buy |
33,374
+13,017
| +64% | +$1.01M | ﹤0.01% | 496 |
|
|
2024
Q3 | $1.48M | Buy |
20,357
+11,611
| +133% | +$843K | ﹤0.01% | 508 |
|
|
2024
Q2 | $527K | Buy |
8,746
+8,733
| +67,177% | +$526K | ﹤0.01% | 551 |
|
|
2024
Q1 | $816 | Sell |
13
-78
| -86% | -$4.9K | ﹤0.01% | 1316 |
|
|
2023
Q4 | $5.29K | Buy |
91
+54
| +146% | +$3.14K | ﹤0.01% | 754 |
|
|
2023
Q3 | $1.8K | Buy |
+37
| New | +$1.8K | ﹤0.01% | 579 |
|
|
2023
Q1 | – | Sell |
-139
| Closed | -$9K | – | 706 |
|
|
2022
Q4 | $9K | Buy |
139
+7
| +5% | +$453 | ﹤0.01% | 485 |
|
|
2022
Q3 | $7K | Sell |
132
-21
| -14% | -$1.11K | ﹤0.01% | 457 |
|
|
2022
Q2 | $8K | Sell |
153
-126
| -45% | -$6.59K | ﹤0.01% | 504 |
|
|
2022
Q1 | $17K | Sell |
279
-45
| -14% | -$2.74K | ﹤0.01% | 455 |
|
|
2021
Q4 | $23K | Buy |
324
+132
| +69% | +$9.37K | ﹤0.01% | 444 |
|
|
2021
Q3 | $12K | Hold |
192
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $11K | Buy |
192
+99
| +106% | +$5.67K | ﹤0.01% | 461 |
|
|
2021
Q1 | $5K | Sell |
93
-279
| -75% | -$15K | ﹤0.01% | 625 |
|
|
2020
Q4 | $16K | Buy |
+372
| New | +$16K | ﹤0.01% | 385 |
|