Jones Financial Companies’s Serve Robotics SERV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.9K Buy
3,053
+467
+18% +$5.34K ﹤0.01% 2364
2025
Q1
$16.3K Buy
2,586
+1,086
+72% +$6.83K ﹤0.01% 2506
2024
Q4
$20.3K Buy
1,500
+725
+94% +$9.79K ﹤0.01% 2258
2024
Q3
$6.65K Buy
+775
New +$6.65K ﹤0.01% 2368