Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $423K | Hold |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $402K | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $405K | Hold |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $184K | Sell |
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $300K | Sell |
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|
2019
Q2 | $313K | Buy |
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|
2019
Q1 | $297K | Hold |
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|
2018
Q4 | $274K | Sell |
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|
2018
Q3 | $349K | Sell |
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|
2018
Q2 | $362K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $550K | Sell |
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|
2017
Q3 | $527K | Sell |
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|
2017
Q2 | $559K | Buy |
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|
2017
Q1 | $539K | Sell |
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|
2016
Q4 | $517K | Buy |
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|
2016
Q3 | $423K | Sell |
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|
2016
Q2 | $387K | Buy |
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|
2016
Q1 | $361K | Buy |
|