Jones Financial Companies’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.96M | Sell |
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|
2025
Q3 | $1.92M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $986K | Buy |
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|
2024
Q4 | $754K | Buy |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $10.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $23K | Buy |
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