Jones Financial Companies’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7K | Buy |
3,219
+982
| +44% | +$20K | ﹤0.01% | 2115 |
|
|
2025
Q1 | $44.4K | Buy |
2,237
+1,018
| +84% | +$20.2K | ﹤0.01% | 2111 |
|
|
2024
Q4 | $23.1K | Buy |
1,219
+88
| +8% | +$1.67K | ﹤0.01% | 2195 |
|
|
2024
Q3 | $23.5K | Buy |
1,131
+916
| +426% | +$19.1K | ﹤0.01% | 1898 |
|
|
2024
Q2 | $4.07K | Buy |
215
+107
| +99% | +$2.02K | ﹤0.01% | 1987 |
|
|
2024
Q1 | $2.2K | Buy |
+108
| New | +$2.2K | ﹤0.01% | 1253 |
|
|
2023
Q1 | – | Sell |
-508
| Closed | -$9K | – | 762 |
|
|
2022
Q4 | $9K | Hold |
508
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $9K | Sell |
508
-39
| -7% | -$691 | ﹤0.01% | 440 |
|
|
2022
Q2 | $11K | Sell |
547
-70
| -11% | -$1.41K | ﹤0.01% | 467 |
|
|
2022
Q1 | $15K | Buy |
617
+109
| +21% | +$2.65K | ﹤0.01% | 473 |
|
|
2021
Q4 | $12K | Hold |
508
| – | – | ﹤0.01% | 538 |
|
|
2021
Q3 | $12K | Hold |
508
| – | – | ﹤0.01% | 479 |
|
|
2021
Q2 | $13K | Sell |
508
-103
| -17% | -$2.64K | ﹤0.01% | 450 |
|
|
2021
Q1 | $15K | Hold |
611
| – | – | ﹤0.01% | 491 |
|
|
2020
Q4 | $12K | Buy |
+611
| New | +$12K | ﹤0.01% | 420 |
|