Chicago Trust’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,283	Closed	-$294K	–	347
2021 Q3	$294K	Sell	8,283 -3,937	-32%	-$140K	0.06%	260
2021 Q2	$399K	Buy	12,220 +1,584	+15%	+$51.7K	0.09%	208
2021 Q1	$306K	Hold	10,636	–	–	0.11%	158
2020 Q4	$250K	Buy	+10,636	New	+$250K	0.09%	192