Jones Financial Companies’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $8.15M | Buy |
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|
2024
Q3 | $5.15M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $55.4K | Buy |
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|
2023
Q3 | $7.98K | Buy |
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|
2023
Q2 | $5.38K | Sell |
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|
2023
Q1 | $26K | Buy |
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|
2022
Q4 | $9K | Sell |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $29K | Sell |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $22K | Sell |
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|
2021
Q2 | $25K | Sell |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $18K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $476K | Buy |
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|
2015
Q2 | $292K | Buy |
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|
2015
Q1 | $272K | Sell |
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|
2014
Q4 | $342K | Sell |
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|
2014
Q3 | $373K | Buy |
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|
2014
Q2 | $291K | Buy |
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|
2014
Q1 | $267K | Buy |
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|
2013
Q4 | $209K | Buy |
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|
2013
Q3 | $79K | Buy |
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|
2013
Q2 | $50K | Buy |
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