C.M. Bidwell & Associates’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
Q4 | – | Sell |
-4,232
| Closed | -$155K | – | 535 |
|
|
2023
Q3 | $155K | Buy |
4,232
+58
| +1% | +$2.13K | 0.12% | 149 |
|
|
2023
Q2 | $138K | Hold |
4,174
| – | – | 0.1% | 176 |
|
|
2023
Q1 | $132K | Sell |
4,174
-506
| -11% | -$16.1K | 0.1% | 179 |
|
|
2022
Q4 | $153K | Hold |
4,680
| – | – | 0.12% | 155 |
|
|
2022
Q3 | $132K | Buy |
+4,680
| New | +$132K | 0.11% | 166 |
|
|
2019
Q4 | – | Sell |
-18,901
| Closed | -$332K | – | 427 |
|
|
2019
Q3 | $332K | Buy |
+18,901
| New | +$332K | 0.33% | 89 |
|
|
2018
Q1 | – | Sell |
-9,663
| Closed | -$229K | – | 412 |
|
|
2017
Q4 | $229K | Buy |
+9,663
| New | +$229K | 0.2% | 139 |
|
|
2017
Q3 | – | Sell |
-156,404
| Closed | -$3.66M | – | 341 |
|
|
2017
Q2 | $3.66M | Buy |
156,404
+132,369
| +551% | +$3.1M | 0.78% | 65 |
|
|
2017
Q1 | $559K | Sell |
24,035
-224,911
| -90% | -$5.23M | 0.13% | 93 |
|
|
2016
Q4 | $5.18M | Sell |
248,946
-9,764
| -4% | -$203K | 1.22% | 22 |
|
|
2016
Q3 | $4.41M | Buy |
+258,710
| New | +$4.41M | 1.05% | 21 |
|