Jones Financial Companies’s Ubiquiti UI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$251K Sell
322
-113
-26% -$76.7K ﹤0.01% 2315
2025
Q4
$241K Buy
435
+11
+3% +$6.96K ﹤0.01% 1818
2025
Q3
$275K Buy
424
+207
+95% +$103K ﹤0.01% 1657
2025
Q2
$87.2K Buy
217
+26
+14% +$9.47K ﹤0.01% 1989
2025
Q1
$59.4K Buy
191
+1
+0.5% +$354 ﹤0.01% 1990
2024
Q4
$63.1K Buy
190
+17
+10% +$5.12K ﹤0.01% 1790
2024
Q3
$38K Buy
173
+123
+246% +$22.5K ﹤0.01% 1737
2024
Q2
$7.32K Buy
+50
New +$6.42K ﹤0.01% 1852
2021
Q1
Sell
-9
Closed -$3K 868
2020
Q4
$3K Buy
+9
New +$2.07K ﹤0.01% 574

Other funds holding UI