Carolina Wealth 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
Q3
Sell
-151,087
Closed -$3.99M 281
2022
Q2
$3.99M Buy
151,087
+36,934
+32% +$975K 2.64% 17
2022
Q1
$3.59M Buy
114,153
+109,302
+2,253% +$3.43M 2.26% 18
2021
Q4
$180K Buy
+4,851
New +$180K 0.1% 89