Jones Financial Companies’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
3,008
+905
| +43% | +$681K | ﹤0.01% | 720 |
|
|
2025
Q1 | $1.32M | Buy |
2,103
+636
| +43% | +$399K | ﹤0.01% | 765 |
|
|
2024
Q4 | $1.03M | Buy |
1,467
+605
| +70% | +$426K | ﹤0.01% | 732 |
|
|
2024
Q3 | $702K | Buy |
862
+412
| +92% | +$335K | ﹤0.01% | 713 |
|
|
2024
Q2 | $291K | Buy |
450
+439
| +3,991% | +$284K | ﹤0.01% | 717 |
|
|
2024
Q1 | $7.93K | Sell |
11
-18
| -62% | -$13K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $16.6K | Sell |
29
-32
| -52% | -$18.4K | ﹤0.01% | 609 |
|
|
2023
Q3 | $27.1K | Hold |
61
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $27.2K | Hold |
61
| – | – | ﹤0.01% | 400 |
|
|
2023
Q1 | $24.1K | Sell |
61
-9
| -13% | -$3.56K | ﹤0.01% | 406 |
|
|
2022
Q4 | $25K | Sell |
70
-80
| -53% | -$28.6K | ﹤0.01% | 399 |
|
|
2022
Q3 | $41K | Buy |
150
+80
| +114% | +$21.9K | ﹤0.01% | 338 |
|
|
2022
Q2 | $17K | Hold |
70
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $25K | Hold |
70
| – | – | ﹤0.01% | 416 |
|
|
2021
Q4 | $23K | Buy |
70
+36
| +106% | +$11.8K | ﹤0.01% | 447 |
|
|
2021
Q3 | $12K | Hold |
34
| – | – | ﹤0.01% | 480 |
|
|
2021
Q2 | $11K | Sell |
34
-13
| -28% | -$4.21K | ﹤0.01% | 468 |
|
|
2021
Q1 | $15K | Buy |
47
+20
| +74% | +$6.38K | ﹤0.01% | 492 |
|
|
2020
Q4 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 486 |
|