Jones Financial Companies’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
56,765
+15,310
| +37% | +$7.96M | 0.02% | 203 |
|
|
2025
Q1 | $20.9M | Buy |
41,455
+10,578
| +34% | +$5.33M | 0.02% | 208 |
|
|
2024
Q4 | $15.4M | Buy |
30,877
+7,322
| +31% | +$3.65M | 0.01% | 202 |
|
|
2024
Q3 | $12.1M | Buy |
23,555
+7,436
| +46% | +$3.82M | 0.01% | 186 |
|
|
2024
Q2 | $7.19M | Buy |
16,119
+7,549
| +88% | +$3.37M | 0.01% | 178 |
|
|
2024
Q1 | $3.65M | Buy |
8,570
+4,089
| +91% | +$1.74M | 0.01% | 161 |
|
|
2023
Q4 | $1.97M | Buy |
4,481
+4,276
| +2,086% | +$1.88M | ﹤0.01% | 170 |
|
|
2023
Q3 | $74.9K | Buy |
205
+44
| +27% | +$16.1K | ﹤0.01% | 331 |
|
|
2023
Q2 | $64.5K | Buy |
161
+7
| +5% | +$2.81K | ﹤0.01% | 345 |
|
|
2023
Q1 | $53.1K | Buy |
154
+81
| +111% | +$27.9K | ﹤0.01% | 350 |
|
|
2022
Q4 | $24K | Buy |
73
+3
| +4% | +$986 | ﹤0.01% | 407 |
|
|
2022
Q3 | $21K | Sell |
70
-174
| -71% | -$52.2K | ﹤0.01% | 379 |
|
|
2022
Q2 | $82K | Sell |
244
-9
| -4% | -$3.03K | ﹤0.01% | 307 |
|
|
2022
Q1 | $104K | Sell |
253
-96
| -28% | -$39.5K | ﹤0.01% | 300 |
|
|
2021
Q4 | $165K | Buy |
349
+6
| +2% | +$2.84K | ﹤0.01% | 273 |
|
|
2021
Q3 | $146K | Buy |
343
+156
| +83% | +$66.4K | ﹤0.01% | 243 |
|
|
2021
Q2 | $77K | Sell |
187
-171
| -48% | -$70.4K | ﹤0.01% | 281 |
|
|
2021
Q1 | $126K | Buy |
358
+66
| +23% | +$23.2K | ﹤0.01% | 258 |
|
|
2020
Q4 | $96K | Buy |
+292
| New | +$96K | ﹤0.01% | 252 |
|