AUA Capital Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-18
| Closed | -$583 | – | 212 |
|
2022
Q4 | $583 | Hold |
18
| – | – | ﹤0.01% | 326 |
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 309 |
|
2022
Q2 | $0 | Sell |
18
-21
| -54% | – | ﹤0.01% | 369 |
|
2022
Q1 | $1K | Sell |
39
-17
| -30% | -$436 | ﹤0.01% | 340 |
|
2021
Q4 | $2K | Sell |
56
-45
| -45% | -$1.61K | ﹤0.01% | 285 |
|
2021
Q3 | $4K | Sell |
101
-32
| -24% | -$1.27K | ﹤0.01% | 207 |
|
2021
Q2 | $4K | Buy |
133
+19
| +17% | +$571 | ﹤0.01% | 210 |
|
2021
Q1 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 249 |
|