Jones Financial Companies’s NatWest NWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
32,859
+14,065
| +75% | +$198K | ﹤0.01% | 1303 |
|
|
2025
Q1 | $225K | Buy |
18,794
+4,063
| +28% | +$48.6K | ﹤0.01% | 1452 |
|
|
2024
Q4 | $150K | Buy |
14,731
+9,662
| +191% | +$98.3K | ﹤0.01% | 1476 |
|
|
2024
Q3 | $47.4K | Buy |
5,069
+3,479
| +219% | +$32.5K | ﹤0.01% | 1661 |
|
|
2024
Q2 | $12.8K | Buy |
+1,590
| New | +$12.8K | ﹤0.01% | 1678 |
|
|
2024
Q1 | – | Sell |
-527
| Closed | -$2.97K | – | 1425 |
|
|
2023
Q4 | $2.97K | Sell |
527
-876
| -62% | -$4.93K | ﹤0.01% | 848 |
|
|
2023
Q3 | $8.18K | Buy |
+1,403
| New | +$8.18K | ﹤0.01% | 491 |
|
|
2023
Q1 | – | Sell |
-107
| Closed | -$1K | – | 710 |
|
|
2022
Q4 | $1K | Buy |
+107
| New | +$1K | ﹤0.01% | 686 |
|