Jones Financial Companies’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28K | Hold |
346
| – | – | ﹤0.01% | 3426 |
|
|
2025
Q1 | $2.23K | Sell |
346
-22
| -6% | -$141 | ﹤0.01% | 3224 |
|
|
2024
Q4 | $2.56K | Sell |
368
-100
| -21% | -$696 | ﹤0.01% | 2941 |
|
|
2024
Q3 | $3.15K | Buy |
468
+22
| +5% | +$148 | ﹤0.01% | 2569 |
|
|
2024
Q2 | $1.35K | Hold |
446
| – | – | ﹤0.01% | 2235 |
|
|
2024
Q1 | $1.77K | Buy |
446
+100
| +29% | +$396 | ﹤0.01% | 1268 |
|
|
2023
Q4 | $910 | Buy |
+346
| New | +$910 | ﹤0.01% | 969 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | – | – | 764 |
|
|
2022
Q4 | $0 | Buy |
+40
| New | – | ﹤0.01% | 776 |
|