Burney Company’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-7,744
| Closed | -$218K | – | 557 |
|
2022
Q3 | $218K | Sell |
7,744
-13,310
| -63% | -$375K | 0.01% | 518 |
|
2022
Q2 | $556K | Buy |
21,054
+157
| +0.8% | +$4.15K | 0.03% | 395 |
|
2022
Q1 | $656K | Buy |
20,897
+52
| +0.2% | +$1.63K | 0.03% | 390 |
|
2021
Q4 | $773K | Buy |
20,845
+443
| +2% | +$16.4K | 0.03% | 365 |
|
2021
Q3 | $724K | Buy |
+20,402
| New | +$724K | 0.03% | 359 |
|