Jones Financial Companies’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.5K | Buy |
1,714
+521
| +44% | +$22.3K | ﹤0.01% | 2068 |
|
|
2025
Q1 | $50.2K | Buy |
1,193
+894
| +299% | +$37.6K | ﹤0.01% | 2060 |
|
|
2024
Q4 | $12.2K | Buy |
299
+186
| +165% | +$7.59K | ﹤0.01% | 2445 |
|
|
2024
Q3 | $5.44K | Buy |
+113
| New | +$5.44K | ﹤0.01% | 2419 |
|
|
2023
Q3 | – | Sell |
-260
| Closed | -$11.1K | – | 708 |
|
|
2023
Q2 | $11.1K | Hold |
260
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $11.5K | Buy |
+260
| New | +$11.5K | ﹤0.01% | 460 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$58K | – | 806 |
|
|
2022
Q1 | $58K | Sell |
1,300
-330
| -20% | -$14.7K | ﹤0.01% | 337 |
|
|
2021
Q4 | $78K | Hold |
1,630
| – | – | ﹤0.01% | 322 |
|
|
2021
Q3 | $70K | Hold |
1,630
| – | – | ﹤0.01% | 298 |
|
|
2021
Q2 | $76K | Buy |
+1,630
| New | +$76K | ﹤0.01% | 283 |
|
|
2015
Q1 | – | Sell |
-5,247
| Closed | -$207K | – | 228 |
|
|
2014
Q4 | $207K | Sell |
5,247
-1,024
| -16% | -$40.4K | ﹤0.01% | 227 |
|
|
2014
Q3 | $217K | Buy |
6,271
+105
| +2% | +$3.63K | ﹤0.01% | 219 |
|
|
2014
Q2 | $229K | Buy |
+6,166
| New | +$229K | ﹤0.01% | 221 |
|
|
2014
Q1 | – | Sell |
-12,043
| Closed | -$365K | – | 221 |
|
|
2013
Q4 | $365K | Buy |
12,043
+920
| +8% | +$27.9K | ﹤0.01% | 195 |
|
|
2013
Q3 | $354K | Buy |
11,123
+5,650
| +103% | +$180K | ﹤0.01% | 190 |
|
|
2013
Q2 | $188K | Buy |
+5,473
| New | +$188K | ﹤0.01% | 212 |
|