Jones Financial Companies’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.16M	Sell	101,315 -8,446	-8%	-$244K	﹤0.01%	1397
2025 Q4	$4.17M	Sell	109,761 -5,517	-5%	-$245K	﹤0.01%	687
2025 Q3	$5.43M	Buy	115,278 +31,989	+38%	+$2.03M	﹤0.01%	549
2025 Q2	$5.77M	Buy	83,289 +34,976	+72%	+$2.23M	﹤0.01%	459
2025 Q1	$2.7M	Buy	48,313 +13,513	+39%	+$1.22M	﹤0.01%	579
2024 Q4	$4.09M	Buy	34,800 +8,455	+32%	+$1.05M	﹤0.01%	393
2024 Q3	$2.88M	Buy	26,345 +10,049	+62%	+$1M	﹤0.01%	376
2024 Q2	$1.59M	Buy	16,296 +13,193	+425%	+$1.19M	﹤0.01%	353
2024 Q1	$271K	Buy	3,103 +2,638	+567%	+$200K	﹤0.01%	417
2023 Q4	$33.5K	Buy	465 +418	+889%	+$30.7K	﹤0.01%	525
2023 Q3	$3.67K	Buy	+47	New	+$3.8K	﹤0.01%	534
2023 Q2	–	Sell	-160	Closed	-$9.75K	–	596
2023 Q1	$9.75K	Sell	160 -50	-24%	-$2.66K	﹤0.01%	474
2022 Q4	$9K	Buy	210 +50	+31%	+$2.54K	﹤0.01%	491
2022 Q3	$10K	Hold	160	–	–	﹤0.01%	428
2022 Q2	$7K	Buy	+160	New	+$8.76K	﹤0.01%	519
2022 Q1	–	Sell	-160	Closed	-$15K	–	837
2021 Q4	$15K	Buy	+160	New	+$14K	﹤0.01%	507