Jones Financial Companies’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
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|
2025
Q1 | $20.9M | Buy |
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|
2024
Q4 | $15.4M | Buy |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $7.19M | Buy |
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|
2024
Q1 | $3.65M | Buy |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $74.9K | Buy |
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|
2023
Q2 | $64.5K | Buy |
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|
2023
Q1 | $53.1K | Buy |
|
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|
2022
Q4 | $24K | Buy |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $104K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $126K | Buy |
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|
2020
Q4 | $96K | Buy |
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