Jones Financial Companies’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
4,838
+1,994
| +70% | +$48.5K | ﹤0.01% | 1864 |
|
|
2025
Q1 | $58.4K | Buy |
2,844
+942
| +50% | +$19.3K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $42.7K | Buy |
1,902
+1,125
| +145% | +$25.3K | ﹤0.01% | 1935 |
|
|
2024
Q3 | $17.6K | Buy |
777
+530
| +215% | +$12K | ﹤0.01% | 2003 |
|
|
2024
Q2 | $4.02K | Buy |
247
+216
| +697% | +$3.51K | ﹤0.01% | 1991 |
|
|
2024
Q1 | $828 | Buy |
+31
| New | +$828 | ﹤0.01% | 1315 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$1K | – | 775 |
|
|
2022
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 712 |
|