Jones Financial Companies’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197 | Buy |
+10
| New | +$197 | ﹤0.01% | 3915 |
|
|
2025
Q1 | – | Sell |
-11
| Closed | -$130 | – | 3879 |
|
|
2024
Q4 | $130 | Buy |
+11
| New | +$130 | ﹤0.01% | 3335 |
|
|
2023
Q2 | – | Sell |
-265
| Closed | -$3.15K | – | 606 |
|
|
2023
Q1 | $3.15K | Buy |
+265
| New | +$3.15K | ﹤0.01% | 542 |
|