Jones Financial Companies’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26M | Buy |
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|
2025
Q1 | $4.89M | Buy |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $3.24M | Buy |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $50.9K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $74K | Buy |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $67K | Sell |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $119K | Hold |
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|
2021
Q2 | $107K | Sell |
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|
2021
Q1 | $115K | Sell |
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|
2020
Q4 | $126K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $202K | Sell |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $219K | Sell |
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|
2018
Q4 | $330K | Sell |
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|
2018
Q3 | $428K | Buy |
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|
2018
Q2 | $365K | Sell |
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|
2018
Q1 | $475K | Sell |
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|
2017
Q4 | $907K | Sell |
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|
2017
Q3 | $989K | Sell |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.21M | Sell |
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|
2016
Q4 | $1.44M | Sell |
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|
2016
Q3 | $1.81M | Sell |
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|
2016
Q2 | $1.85M | Sell |
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|
2016
Q1 | $2.11M | Sell |
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|
2015
Q4 | $2.16M | Sell |
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|
2015
Q3 | $2.53M | Sell |
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|
2015
Q2 | $3.24M | Sell |
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|
2015
Q1 | $3.48M | Buy |
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|
2014
Q4 | $2.37M | Sell |
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|
2014
Q3 | $2.14M | Buy |
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|
2014
Q2 | $1.88M | Buy |
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|
2014
Q1 | $1.62M | Buy |
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|
2013
Q4 | $1.43M | Buy |
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|
2013
Q3 | $1.11M | Buy |
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|
2013
Q2 | $846K | Buy |
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