AWS
AJ Wealth Strategies’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.04M | Buy |
31,337
+6,785
| +28% | +$225K | 0.05% | 125 |
|
|
2023
Q1 | $779K | Buy |
24,552
+2,037
| +9% | +$64.7K | 0.04% | 143 |
|
|
2022
Q4 | $772K | Hold |
22,515
| – | – | 0.04% | 152 |
|
|
2022
Q3 | $664K | Hold |
22,515
| – | – | 0.04% | 158 |
|
|
2022
Q2 | $622K | Buy |
22,515
+4,798
| +27% | +$133K | 0.03% | 168 |
|
|
2022
Q1 | $582K | Buy |
17,717
+5,400
| +44% | +$177K | 0.03% | 187 |
|
|
2021
Q4 | $478K | Hold |
12,317
| – | – | 0.02% | 201 |
|
|
2021
Q3 | $457K | Hold |
12,317
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $421K | Buy |
+12,317
| New | +$421K | 0.03% | 196 |
|