C.M. Bidwell & Associates’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
2023 Q4	–	Sell	-4,232	Closed	-$155K	–	535
2023 Q3	$155K	Buy	4,232 +58	+1%	+$2.08K	0.12%	149
2023 Q2	$138K	Hold	4,174	–	–	0.1%	176
2023 Q1	$132K	Sell	4,174 -506	-11%	-$18.3K	0.1%	179
2022 Q4	$153K	Hold	4,680	–	–	0.12%	155
2022 Q3	$132K	Buy	+4,680	New	+$142K	0.11%	166
2019 Q4	–	Sell	-18,901	Closed	-$332K	–	427
2019 Q3	$332K	Buy	+18,901	New	+$337K	0.33%	89
2018 Q1	–	Sell	-9,663	Closed	-$229K	–	412
2017 Q4	$229K	Buy	+9,663	New	+$223K	0.2%	139
2017 Q3	–	Sell	-156,404	Closed	-$3.66M	–	341
2017 Q2	$3.66M	Buy	156,404 +132,369	+551%	+$3.02M	0.78%	65
2017 Q1	$559K	Sell	24,035 -224,911	-90%	-$5.03M	0.13%	93
2016 Q4	$5.18M	Sell	248,946 -9,764	-4%	-$182K	1.22%	22
2016 Q3	$4.41M	Buy	+258,710	New	+$4.29M	1.05%	21