Balentine LLC’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 | – | Sell |
-8,224
| Closed | -$217K | – | 661 |
|
|
2022
Q2 | $217K | Buy |
8,224
+1,351
| +20% | +$35.6K | 0.01% | 521 |
|
|
2022
Q1 | $216K | Buy |
+6,873
| New | +$216K | 0.01% | 528 |
|
|
2020
Q2 | – | Sell |
-336
| Closed | -$4K | – | 939 |
|
|
2020
Q1 | $4K | Hold |
336
| – | – | ﹤0.01% | 507 |
|
|
2019
Q4 | $7K | Hold |
336
| – | – | ﹤0.01% | 400 |
|
|
2019
Q3 | $6K | Sell |
336
-23
| -6% | -$411 | ﹤0.01% | 474 |
|
|
2019
Q2 | $6K | Hold |
359
| – | – | ﹤0.01% | 448 |
|
|
2019
Q1 | $6K | Hold |
359
| – | – | ﹤0.01% | 377 |
|
|
2018
Q4 | $6K | Buy |
+359
| New | +$6K | ﹤0.01% | 336 |
|