Jones Financial Companies
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Jones Financial Companies’s Workiva WK Stock Holding History

Jones Financial Companies’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.17K Sell
2025
Q1 		$8.82K Buy
2024
Q4 		$5.04K Hold
2024
Q3 		$3.7K Buy
2024
Q2 		– Sell
2024
Q1 		$3.9K Buy
2023
Q4 		$3.96K Buy
2023
Q3 		$2.23K Buy
2022
Q1 		– Sell
2021
Q4 		$1K Buy