Atlas Capital Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-196
| Closed | -$8.64K | – | 940 |
|
|
2024
Q1 | $8.64K | Hold |
196
| – | – | ﹤0.01% | 727 |
|
|
2023
Q4 | $7.92K | Hold |
196
| – | – | ﹤0.01% | 761 |
|
|
2023
Q3 | $7.18K | Hold |
196
| – | – | ﹤0.01% | 737 |
|
|
2023
Q2 | $6.5K | Hold |
196
| – | – | ﹤0.01% | 771 |
|
|
2023
Q1 | $6.22K | Sell |
196
-9,954
| -98% | -$316K | ﹤0.01% | 780 |
|
|
2022
Q4 | $333K | Buy |
+10,150
| New | +$333K | 0.06% | 244 |
|