Jones Financial Companies’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
28,368
+4,529
| +19% | +$185K | ﹤0.01% | 952 |
|
|
2025
Q1 | $986K | Buy |
23,839
+10,755
| +82% | +$445K | ﹤0.01% | 868 |
|
|
2024
Q4 | $754K | Buy |
13,084
+4,779
| +58% | +$275K | ﹤0.01% | 841 |
|
|
2024
Q3 | $706K | Buy |
8,305
+4,774
| +135% | +$406K | ﹤0.01% | 710 |
|
|
2024
Q2 | $277K | Buy |
3,531
+3,424
| +3,200% | +$268K | ﹤0.01% | 733 |
|
|
2024
Q1 | $10.7K | Buy |
+107
| New | +$10.7K | ﹤0.01% | 1056 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 689 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 669 |
|
|
2013
Q4 | – | Sell |
-180
| Closed | -$23K | – | 456 |
|
|
2013
Q3 | $23K | Buy |
+180
| New | +$23K | ﹤0.01% | 404 |
|