Jones Financial Companies’s Simulations Plus SLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.5K Buy
1,572
+66
+4% +$1.11K ﹤0.01% 2482
2025
Q1
$36.6K Buy
1,506
+283
+23% +$6.88K ﹤0.01% 2184
2024
Q4
$34.1K Buy
1,223
+427
+54% +$11.9K ﹤0.01% 2037
2024
Q3
$25.1K Buy
+796
New +$25.1K ﹤0.01% 1870