Capitolis Advisors’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
Q1 | – | Sell |
-129,144
| Closed | -$4.79M | – | 314 |
|
2021
Q4 | $4.79M | Sell |
129,144
-7,215
| -5% | -$268K | 0.03% | 317 |
|
2021
Q3 | $5.47M | Sell |
136,359
-388,586
| -74% | -$15.6M | 0.05% | 226 |
|
2021
Q2 | $17.2M | Buy |
524,945
+413,135
| +369% | +$13.5M | 0.2% | 120 |
|
2021
Q1 | $3.22M | Hold |
111,810
| – | – | 0.06% | 207 |
|
2020
Q4 | $2.63M | Buy |
+111,810
| New | +$2.63M | 0.04% | 280 |
|