Jones Financial Companies
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Jones Financial Companies’s Pinnacle West Capital PNW Stock Holding History

Jones Financial Companies’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Buy
15,800
+9,591
+154% +$925K ﹤0.01% 1528
2025
Q4 		$551K Buy
6,209
+241
+4% +$21.6K ﹤0.01% 1481
2025
Q3 		$518K Buy
5,968
+1,654
+38% +$149K ﹤0.01% 1381
2025
Q2 		$382K Buy
4,314
+1,973
+84% +$180K ﹤0.01% 1388
2025
Q1 		$220K Buy
2,341
+1,266
+118% +$113K ﹤0.01% 1460
2024
Q4 		$91.1K Buy
1,075
+466
+77% +$41.4K ﹤0.01% 1656
2024
Q3 		$53.8K Buy
609
+294
+93% +$25.1K ﹤0.01% 1609
2024
Q2 		$24.1K Buy
+315
New +$23.8K ﹤0.01% 1487
2023
Q2 		– Sell
-350
Closed -$27.7K – 576
2023
Q1 		$27.7K Buy
+350
New +$26.4K ﹤0.01% 393
2022
Q2 		– Sell
-60
Closed -$5K – 819
2022
Q1 		$5K Buy
+60
New +$4.29K ﹤0.01% 585
2021
Q2 		– Sell
-20
Closed -$2K – 757
2021
Q1 		$2K Buy
+20
New +$1.55K ﹤0.01% 744

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