Jones Financial Companies’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
1,902
+426
| +29% | +$59K | ﹤0.01% | 1546 |
|
|
2025
Q1 | $130K | Buy |
1,476
+1,418
| +2,445% | +$125K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $7.53K | Buy |
58
+10
| +21% | +$1.3K | ﹤0.01% | 2631 |
|
|
2024
Q3 | $5.03K | Buy |
+48
| New | +$5.03K | ﹤0.01% | 2442 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1K | – | 855 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 663 |
|