Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.14M | Buy |
32,106
+563
| +2% | +$20K | 0.18% | 68 |
|
|
2021
Q2 | $1.03M | Buy |
31,543
+1,771
| +6% | +$57.8K | 0.16% | 67 |
|
|
2021
Q1 | $856K | Hold |
29,772
| – | – | 0.18% | 63 |
|
|
2020
Q4 | $699K | Buy |
29,772
+2
| +0% | +$47 | 0.17% | 64 |
|
|
2020
Q3 | $511K | Buy |
29,770
+2
| +0% | +$34 | 0.15% | 71 |
|
|
2020
Q2 | $441K | Sell |
29,768
-823
| -3% | -$12.2K | 0.12% | 76 |
|
|
2020
Q1 | $399K | Buy |
30,591
+256
| +0.8% | +$3.34K | 0.13% | 73 |
|
|
2019
Q4 | $619K | Sell |
30,335
-105
| -0.3% | -$2.14K | 0.18% | 60 |
|
|
2019
Q3 | $535K | Sell |
30,440
-2,070
| -6% | -$36.4K | 0.17% | 65 |
|
|
2019
Q2 | $559K | Sell |
32,510
-122
| -0.4% | -$2.1K | 0.18% | 60 |
|
|
2019
Q1 | $548K | Sell |
32,632
-2,345
| -7% | -$39.4K | 0.18% | 61 |
|
|
2018
Q4 | $543K | Buy |
34,977
+24
| +0.1% | +$373 | 0.21% | 50 |
|
|
2018
Q3 | $687K | Sell |
34,953
-8
| -0% | -$157 | 0.29% | 43 |
|
|
2018
Q2 | $711K | Buy |
34,961
+91
| +0.3% | +$1.85K | 0.25% | 48 |
|
|
2018
Q1 | $709K | Buy |
34,870
+16
| +0% | +$325 | 0.27% | 46 |
|
|
2017
Q4 | $826K | Buy |
+34,854
| New | +$826K | 0.27% | 45 |
|