Jones Financial Companies’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190M | Buy |
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|
2025
Q1 | $118M | Buy |
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|
2024
Q4 | $86.3M | Buy |
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|
2024
Q3 | $46.5M | Buy |
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|
2024
Q2 | $23.3M | Buy |
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|
2024
Q1 | $2.8M | Buy |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $900K | Buy |
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|
2023
Q2 | $907K | Sell |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $886K | Sell |
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|
2022
Q3 | $958K | Buy |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $187K | Buy |
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|
2020
Q4 | $104K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $8K | Buy |
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