B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,100
| Closed | -$397K | – | 1575 |
|
|
2022
Q4 | $397K | Buy |
12,100
+740
| +7% | +$24.3K | 0.01% | 888 |
|
|
2022
Q3 | $321K | Sell |
11,360
-970
| -8% | -$27.4K | 0.01% | 965 |
|
|
2022
Q2 | $326K | Buy |
12,330
+263
| +2% | +$6.95K | 0.01% | 840 |
|
|
2022
Q1 | $379K | Buy |
12,067
+261
| +2% | +$8.2K | 0.01% | 908 |
|
|
2021
Q4 | $438K | Buy |
11,806
+514
| +5% | +$19.1K | 0.01% | 893 |
|
|
2021
Q3 | $401K | Buy |
11,292
+94
| +0.8% | +$3.34K | 0.01% | 889 |
|
|
2021
Q2 | $367K | Sell |
11,198
-718
| -6% | -$23.5K | 0.01% | 915 |
|
|
2021
Q1 | $344K | Buy |
+11,916
| New | +$344K | 0.01% | 923 |
|
|
2017
Q4 | – | Sell |
-10,312
| Closed | -$234K | – | 654 |
|
|
2017
Q3 | $234K | Sell |
10,312
-401
| -4% | -$9.1K | 0.04% | 453 |
|
|
2017
Q2 | $252K | Sell |
10,713
-180
| -2% | -$4.23K | 0.05% | 416 |
|
|
2017
Q1 | $255K | Sell |
10,893
-213
| -2% | -$4.99K | 0.05% | 395 |
|
|
2016
Q4 | $233K | Buy |
+11,106
| New | +$233K | 0.05% | 412 |
|
|
2016
Q2 | – | Sell |
-12,094
| Closed | -$175K | – | 635 |
|
|
2016
Q1 | $175K | Buy |
12,094
+123
| +1% | +$1.78K | 0.04% | 486 |
|
|
2015
Q4 | $187K | Buy |
+11,971
| New | +$187K | 0.04% | 496 |
|
|
2015
Q1 | – | Sell |
-1,005
| Closed | -$20 | – | 1296 |
|
|
2014
Q4 | $20 | Buy |
+1,005
| New | +$20 | ﹤0.01% | 2543 |
|
|
2014
Q3 | – | Sell |
-1,005
| Closed | -$23.6K | – | 1295 |
|
|
2014
Q2 | $23.6K | Buy |
+1,005
| New | +$23.6K | 0.01% | 1397 |
|