Jones Financial Companies’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$425 | – | 3816 |
|
|
2024
Q4 | $425 | Buy |
15
+6
| +67% | +$170 | ﹤0.01% | 3248 |
|
|
2024
Q3 | $298 | Buy |
+9
| New | +$298 | ﹤0.01% | 2922 |
|
|
2022
Q1 | – | Sell |
-96
| Closed | -$5K | – | 800 |
|
|
2021
Q4 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 651 |
|
|
2021
Q2 | – | Sell |
-58
| Closed | -$3K | – | 749 |
|
|
2021
Q1 | $3K | Buy |
58
+16
| +38% | +$828 | ﹤0.01% | 712 |
|
|
2020
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 618 |
|