Jones Financial Companies’s Sunworks, Inc. SUNW Stock Holding History

Jones Financial Companies’s Portfolio SUNW Stock Details SUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-45	Closed	–	–	3137
2024 Q2	$0	Buy	+45	New	–	﹤0.01%	2464

Jones Financial Companies's SUNW Position: Q3 2024 in Review

Jones Financial Companies sold out of Sunworks, Inc. (SUNW) in Q3 2024, closing a stake of 45 shares.

Jones Financial Companies first reported a position in SUNW in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 1 fund tracked by Wall St. Rank holds SUNW as of Q3 2024.

Jones Financial Companies reported no remaining Sunworks, Inc. position as of Q3 2024 after selling out during the quarter.
Jones Financial Companies sold 45 Sunworks, Inc. shares in Q3 2024.
Jones Financial Companies first reported a position in Sunworks, Inc. in Q2 2024 and held it in 1 quarter.
Jones Financial Companies's Sunworks, Inc. position peaked at $0 in Q2 2024.
1 fund tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.