Balasa Dinverno & Foltz’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 | $383K | Buy |
13,565
+106
| +0.8% | +$2.99K | 0.02% | 232 |
|
|
2022
Q2 | $355K | Sell |
13,459
-6,036
| -31% | -$159K | 0.02% | 243 |
|
|
2022
Q1 | $612K | Sell |
19,495
-4,351
| -18% | -$137K | 0.04% | 177 |
|
|
2021
Q4 | $885K | Buy |
23,846
+6,456
| +37% | +$240K | 0.06% | 142 |
|
|
2021
Q3 | $617K | Buy |
17,390
+3,421
| +24% | +$121K | 0.04% | 171 |
|
|
2021
Q2 | $457K | Buy |
13,969
+2,982
| +27% | +$97.6K | 0.03% | 195 |
|
|
2021
Q1 | $316K | Buy |
10,987
+1,951
| +22% | +$56.1K | 0.03% | 230 |
|
|
2020
Q4 | $213K | Buy |
+9,036
| New | +$213K | 0.02% | 276 |
|