Asset Dedication LLC’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,813
| Closed | -$180K | – | 975 |
|
|
2022
Q2 | $180K | Sell |
6,813
-156
| -2% | -$4.12K | 0.03% | 164 |
|
|
2022
Q1 | $219K | Buy |
+6,969
| New | +$219K | 0.02% | 284 |
|
|
2020
Q1 | – | Sell |
-81
| Closed | -$2K | – | 724 |
|
|
2019
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 641 |
|
|
2017
Q1 | – | Sell |
-1,117
| Closed | -$23K | – | 384 |
|
|
2016
Q4 | $23K | Hold |
1,117
| – | – | 0.01% | 242 |
|
|
2016
Q3 | $19K | Hold |
1,117
| – | – | 0.01% | 257 |
|
|
2016
Q2 | $17K | Hold |
1,117
| – | – | 0.01% | 243 |
|
|
2016
Q1 | $16K | Buy |
+1,117
| New | +$16K | 0.01% | 260 |
|