Berman Capital Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $856K | Hold |
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|
2020
Q4 | $699K | Buy |
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|
2020
Q3 | $511K | Buy |
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|
2020
Q2 | $441K | Sell |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $619K | Sell |
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|
2019
Q3 | $535K | Sell |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $548K | Sell |
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|
2018
Q4 | $543K | Buy |
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|
2018
Q3 | $687K | Sell |
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|
2018
Q2 | $711K | Buy |
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|
2018
Q1 | $709K | Buy |
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|
2017
Q4 | $826K | Buy |
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