Jones Financial Companies’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
349
+95
+37% +$110K ﹤0.01% 1359
2025
Q1
$305K Buy
254
+54
+27% +$64.7K ﹤0.01% 1323
2024
Q4
$239K Buy
200
+132
+194% +$158K ﹤0.01% 1272
2024
Q3
$87K Buy
68
+53
+353% +$67.8K ﹤0.01% 1453
2024
Q2
$17.8K Buy
+15
New +$17.8K ﹤0.01% 1573