Jones Financial Companies’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
29,353
+2,512
| +9% | +$93.5K | ﹤0.01% | 975 |
|
|
2025
Q1 | $1.07M | Buy |
26,841
+2,694
| +11% | +$108K | ﹤0.01% | 829 |
|
|
2024
Q4 | $892K | Buy |
24,147
+4,806
| +25% | +$178K | ﹤0.01% | 782 |
|
|
2024
Q3 | $796K | Buy |
19,341
+5,284
| +38% | +$217K | ﹤0.01% | 672 |
|
|
2024
Q2 | $521K | Buy |
+14,057
| New | +$521K | ﹤0.01% | 556 |
|
|
2013
Q3 | – | Sell |
-535
| Closed | -$16K | – | 809 |
|
|
2013
Q2 | $16K | Buy |
+535
| New | +$16K | ﹤0.01% | 510 |
|