Jones Financial Companies’s Nice NICE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $906K | Buy |
5,486
+1,852
| +51% | +$306K | ﹤0.01% | 1042 |
|
2025
Q1 | $565K | Buy |
3,634
+1,260
| +53% | +$196K | ﹤0.01% | 1080 |
|
2024
Q4 | $403K | Buy |
2,374
+1,022
| +76% | +$174K | ﹤0.01% | 1078 |
|
2024
Q3 | $232K | Buy |
1,352
+731
| +118% | +$125K | ﹤0.01% | 1083 |
|
2024
Q2 | $107K | Buy |
621
+557
| +870% | +$95.8K | ﹤0.01% | 1030 |
|
2024
Q1 | $16.7K | Buy |
64
+52
| +433% | +$13.6K | ﹤0.01% | 943 |
|
2023
Q4 | $2.39K | Buy |
+12
| New | +$2.39K | ﹤0.01% | 889 |
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 793 |
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 736 |
|
2013
Q3 | – | Sell |
-130
| Closed | -$5K | – | 804 |
|
2013
Q2 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 683 |
|