Jones Financial Companies
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Jones Financial Companies’s Smith & Wesson SWBI Stock Holding History

Jones Financial Companies’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Buy
17,409
+3,655
+27% +$44.4K ﹤0.01% 2307
2025
Q4 		$136K Buy
13,754
+3,123
+29% +$30.1K ﹤0.01% 2093
2025
Q3 		$103K Buy
10,631
+3,142
+42% +$26.8K ﹤0.01% 2079
2025
Q2 		$64.9K Buy
7,489
+1,143
+18% +$10.8K ﹤0.01% 2121
2025
Q1 		$59.3K Buy
6,346
+1,413
+29% +$14.6K ﹤0.01% 1992
2024
Q4 		$49.8K Buy
4,933
+3,476
+239% +$43.5K ﹤0.01% 1884
2024
Q3 		$19K Buy
1,457
+368
+34% +$5.31K ﹤0.01% 1968
2024
Q2 		$15.6K Buy
1,089
+794
+269% +$13K ﹤0.01% 1618
2024
Q1 		$5.12K Buy
+295
New +$4.26K ﹤0.01% 1167

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