Bogart Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-51
| Closed | -$1.63K | – | 1088 |
|
2023
Q1 | $1.63K | Sell |
51
-3,310
| -98% | -$106K | ﹤0.01% | 936 |
|
2022
Q4 | $110K | Buy |
3,361
+1
| +0% | +$33 | 0.01% | 223 |
|
2022
Q3 | $95K | Buy |
3,360
+3,308
| +6,362% | +$93.5K | 0.01% | 227 |
|
2022
Q2 | $1K | Buy |
52
+1
| +2% | +$19 | ﹤0.01% | 841 |
|
2022
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 676 |
|
2021
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 654 |
|
2021
Q3 | $2K | Buy |
51
+1
| +2% | +$39 | ﹤0.01% | 634 |
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 593 |
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 597 |
|