Baker Avenue Asset 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
Q4 | – | Sell |
-104
| Closed | -$3.81K | – | 924 |
|
|
2023
Q3 | $3.81K | Buy |
104
+52
| +100% | +$1.91K | ﹤0.01% | 995 |
|
|
2023
Q2 | $1.73K | Buy |
52
+17
| +49% | +$564 | ﹤0.01% | 1013 |
|
|
2023
Q1 | $1.11K | Sell |
35
-2
| -5% | -$63 | ﹤0.01% | 1137 |
|
|
2022
Q4 | $1.2K | Buy |
+37
| New | +$1.2K | ﹤0.01% | 1040 |
|
|
2014
Q1 | – | Sell |
-9,443
| Closed | -$240K | – | 237 |
|
|
2013
Q4 | $240K | Sell |
9,443
-702
| -7% | -$17.8K | 0.05% | 206 |
|
|
2013
Q3 | $247K | Buy |
+10,145
| New | +$247K | 0.05% | 182 |
|