Buckingham Strategic Wealth’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $423K | Hold |
8,501
| – | – | ﹤0.01% | 507 |
|
|
2024
Q1 | $375K | Buy |
8,501
+30
| +0.4% | +$1.32K | ﹤0.01% | 533 |
|
|
2023
Q4 | $342K | Sell |
8,471
-132
| -2% | -$5.33K | ﹤0.01% | 536 |
|
|
2023
Q3 | $315K | Buy |
8,603
+140
| +2% | +$5.13K | ﹤0.01% | 516 |
|
|
2023
Q2 | $281K | Sell |
8,463
-528
| -6% | -$17.5K | ﹤0.01% | 546 |
|
|
2023
Q1 | $308K | Sell |
8,991
-414
| -4% | -$14.2K | 0.01% | 475 |
|
|
2022
Q4 | $308K | Sell |
9,405
-1,205
| -11% | -$39.5K | 0.01% | 477 |
|
|
2022
Q3 | $299K | Buy |
10,610
+7
| +0.1% | +$197 | 0.01% | 470 |
|
|
2022
Q2 | $280K | Sell |
10,603
-328
| -3% | -$8.66K | 0.01% | 479 |
|
|
2022
Q1 | $343K | Buy |
10,931
+107
| +1% | +$3.36K | 0.01% | 438 |
|
|
2021
Q4 | $402K | Sell |
10,824
-340
| -3% | -$12.6K | 0.01% | 409 |
|
|
2021
Q3 | $396K | Buy |
+11,164
| New | +$396K | 0.01% | 407 |
|
|
2021
Q2 | – | Sell |
-14,072
| Closed | -$405K | – | 594 |
|
|
2021
Q1 | $405K | Hold |
14,072
| – | – | 0.02% | 374 |
|
|
2020
Q4 | $331K | Hold |
14,072
| – | – | 0.02% | 400 |
|
|
2020
Q3 | $242K | Buy |
+14,072
| New | +$242K | 0.02% | 419 |
|
|
2020
Q2 | – | Sell |
-14,072
| Closed | -$184K | – | 445 |
|
|
2020
Q1 | $184K | Sell |
14,072
-2,453
| -15% | -$32.1K | 0.02% | 430 |
|
|
2019
Q4 | $338K | Sell |
16,525
-523
| -3% | -$10.7K | 0.03% | 328 |
|
|
2019
Q3 | $300K | Sell |
17,048
-1,159
| -6% | -$20.4K | 0.03% | 326 |
|
|
2019
Q2 | $313K | Buy |
18,207
+559
| +3% | +$9.61K | 0.03% | 328 |
|
|
2019
Q1 | $297K | Hold |
17,648
| – | – | 0.04% | 315 |
|
|
2018
Q4 | $274K | Sell |
17,648
-107
| -0.6% | -$1.66K | 0.04% | 282 |
|
|
2018
Q3 | $349K | Sell |
17,755
-36
| -0.2% | -$708 | 0.05% | 246 |
|
|
2018
Q2 | $362K | Buy |
+17,791
| New | +$362K | 0.06% | 233 |
|
|
2018
Q1 | – | Sell |
-23,197
| Closed | -$550K | – | 330 |
|
|
2017
Q4 | $550K | Sell |
23,197
-106
| -0.5% | -$2.51K | 0.11% | 162 |
|
|
2017
Q3 | $527K | Sell |
23,303
-558
| -2% | -$12.6K | 0.13% | 150 |
|
|
2017
Q2 | $559K | Buy |
23,861
+702
| +3% | +$16.4K | 0.13% | 147 |
|
|
2017
Q1 | $539K | Sell |
23,159
-1,660
| -7% | -$38.6K | 0.16% | 130 |
|
|
2016
Q4 | $517K | Buy |
24,819
+4
| +0% | +$83 | 0.17% | 118 |
|
|
2016
Q3 | $423K | Sell |
24,815
-134
| -0.5% | -$2.28K | 0.14% | 118 |
|
|
2016
Q2 | $387K | Buy |
24,949
+11
| +0% | +$171 | 0.13% | 131 |
|
|
2016
Q1 | $361K | Buy |
+24,938
| New | +$361K | 0.12% | 130 |
|