Jones Financial Companies
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Jones Financial Companies’s Union Pacific UNP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.2M Buy
173,666
+13,263
+8% +$3.07M 0.03% 166
2025
Q1
$37.3M Buy
160,403
+35,982
+29% +$8.37M 0.03% 145
2024
Q4
$28.4M Buy
124,421
+36,973
+42% +$8.43M 0.03% 138
2024
Q3
$21.4M Buy
87,448
+36,333
+71% +$8.89M 0.02% 131
2024
Q2
$11.6M Buy
51,115
+27,475
+116% +$6.22M 0.01% 139
2024
Q1
$5.81M Buy
23,640
+5,577
+31% +$1.37M 0.01% 143
2023
Q4
$4.44M Buy
18,063
+965
+6% +$237K 0.01% 140
2023
Q3
$3.48M Sell
17,098
-862
-5% -$176K 0.01% 141
2023
Q2
$3.67M Sell
17,960
-977
-5% -$200K 0.01% 137
2023
Q1
$3.81M Sell
18,937
-444
-2% -$89.4K 0.01% 134
2022
Q4
$4.01M Sell
19,381
-167
-0.9% -$34.6K 0.01% 129
2022
Q3
$3.81M Sell
19,548
-2,844
-13% -$554K 0.01% 121
2022
Q2
$4.78M Buy
22,392
+806
+4% +$172K 0.01% 118
2022
Q1
$5.9M Sell
21,586
-169
-0.8% -$46.2K 0.01% 114
2021
Q4
$5.48M Buy
21,755
+196
+0.9% +$49.4K 0.01% 114
2021
Q3
$4.23M Sell
21,559
-694
-3% -$136K 0.01% 118
2021
Q2
$4.89M Sell
22,253
-2,303
-9% -$506K 0.01% 113
2021
Q1
$5.41M Sell
24,556
-112
-0.5% -$24.7K 0.01% 114
2020
Q4
$5.14M Sell
24,668
-1,014
-4% -$211K 0.01% 113
2020
Q3
$5.06M Sell
25,682
-1,540
-6% -$303K 0.01% 112
2020
Q2
$4.6M Sell
27,222
-3,718
-12% -$629K 0.01% 112
2020
Q1
$4.36M Sell
30,940
-1,560
-5% -$220K 0.01% 111
2019
Q4
$5.88M Buy
32,500
+530
+2% +$95.8K 0.01% 104
2019
Q3
$5.18M Sell
31,970
-565
-2% -$91.5K 0.01% 107
2019
Q2
$5.5M Sell
32,535
-1,294
-4% -$219K 0.01% 106
2019
Q1
$5.66M Sell
33,829
-950
-3% -$159K 0.01% 102
2018
Q4
$4.81M Sell
34,779
-3,599
-9% -$497K 0.01% 103
2018
Q3
$6.25M Sell
38,378
-256
-0.7% -$41.7K 0.01% 93
2018
Q2
$5.47M Sell
38,634
-333
-0.9% -$47.2K 0.01% 95
2018
Q1
$5.24M Buy
38,967
+18
+0% +$2.42K 0.01% 94
2017
Q4
$5.22M Sell
38,949
-1,760
-4% -$236K 0.01% 97
2017
Q3
$4.72M Sell
40,709
-2,107
-5% -$244K 0.01% 96
2017
Q2
$4.66M Sell
42,816
-9,497
-18% -$1.03M 0.01% 98
2017
Q1
$5.54M Buy
52,313
+5,793
+12% +$614K 0.02% 91
2016
Q4
$4.82M Buy
46,520
+3,033
+7% +$314K 0.02% 92
2016
Q3
$4.24M Sell
43,487
-1,548
-3% -$151K 0.02% 98
2016
Q2
$3.93M Buy
45,035
+3,611
+9% +$315K 0.02% 104
2016
Q1
$3.3M Buy
41,424
+5,672
+16% +$451K 0.02% 102
2015
Q4
$2.8M Sell
35,752
-7,101
-17% -$555K 0.02% 108
2015
Q3
$3.79M Buy
42,853
+22,031
+106% +$1.95M 0.02% 84
2015
Q2
$1.99M Buy
20,822
+12,966
+165% +$1.24M 0.01% 123
2015
Q1
$851K Buy
7,856
+1,155
+17% +$125K 0.01% 165
2014
Q4
$799K Buy
6,701
+36
+0.5% +$4.29K 0.01% 178
2014
Q3
$723K Buy
6,665
+933
+16% +$101K 0.01% 175
2014
Q2
$572K Buy
5,732
+2,683
+88% +$268K ﹤0.01% 182
2014
Q1
$572K Buy
3,049
+303
+11% +$56.8K ﹤0.01% 181
2013
Q4
$461K Buy
2,746
+279
+11% +$46.8K ﹤0.01% 188
2013
Q3
$383K Sell
2,467
-827
-25% -$128K ﹤0.01% 184
2013
Q2
$508K Buy
+3,294
New +$508K 0.01% 172