Jones Financial Companies’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
6,617
+2,821
| +74% | +$197K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $261K | Buy |
3,796
+1,053
| +38% | +$72.4K | ﹤0.01% | 1379 |
|
|
2024
Q4 | $203K | Buy |
2,743
+91
| +3% | +$6.74K | ﹤0.01% | 1355 |
|
|
2024
Q3 | $174K | Buy |
+2,652
| New | +$174K | ﹤0.01% | 1179 |
|
|
2024
Q2 | – | Sell |
-40
| Closed | -$1.95K | – | 2454 |
|
|
2024
Q1 | $1.95K | Buy |
+40
| New | +$1.95K | ﹤0.01% | 1262 |
|