Jones Financial Companies
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Jones Financial Companies’s Unitil UTL Stock Holding History

Jones Financial Companies’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$26.7K Buy
2025
Q2 		$14.9K Buy
2025
Q1 		$16.1K Buy
2024
Q4 		$14.9K Buy
2024
Q3 		$16.3K Buy
2023
Q2 		– Sell
2023
Q1 		$25.4K Buy
2021
Q1 		– Sell
2020
Q4 		$34K Buy