Jones Financial Companies’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17K | Sell |
33
-79
| -71% | -$5.2K | ﹤0.01% | 3446 |
|
|
2025
Q1 | $8.82K | Buy |
112
+66
| +143% | +$5.2K | ﹤0.01% | 2762 |
|
|
2024
Q4 | $5.04K | Hold |
46
| – | – | ﹤0.01% | 2752 |
|
|
2024
Q3 | $3.7K | Buy |
+46
| New | +$3.7K | ﹤0.01% | 2521 |
|
|
2024
Q2 | – | Sell |
-46
| Closed | -$3.9K | – | 2449 |
|
|
2024
Q1 | $3.9K | Buy |
46
+7
| +18% | +$594 | ﹤0.01% | 1192 |
|
|
2023
Q4 | $3.96K | Buy |
39
+17
| +77% | +$1.73K | ﹤0.01% | 792 |
|
|
2023
Q3 | $2.23K | Buy |
+22
| New | +$2.23K | ﹤0.01% | 565 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 854 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 745 |
|