Convergence Investment Partners’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
Q1 | – | Sell |
-8,759
| Closed | -$287K | – | 214 |
|
|
2022
Q4 | $287K | Buy |
+8,759
| New | +$287K | 0.17% | 134 |
|
|
2022
Q3 | – | Sell |
-42,432
| Closed | -$1.12M | – | 228 |
|
|
2022
Q2 | $1.12M | Buy |
42,432
+300
| +0.7% | +$7.92K | 0.68% | 54 |
|
|
2022
Q1 | $1.32M | Buy |
42,132
+843
| +2% | +$26.5K | 0.68% | 53 |
|
|
2021
Q4 | $1.53M | Sell |
41,289
-182
| -0.4% | -$6.75K | 0.78% | 44 |
|
|
2021
Q3 | $1.47M | Sell |
41,471
-8,191
| -16% | -$291K | 0.79% | 41 |
|
|
2021
Q2 | $1.62M | Buy |
49,662
+371
| +0.8% | +$12.1K | 0.7% | 58 |
|
|
2021
Q1 | $1.42M | Buy |
+49,291
| New | +$1.42M | 0.65% | 55 |
|
|
2018
Q2 | – | Sell |
-989
| Closed | -$20K | – | 610 |
|
|
2018
Q1 | $20K | Buy |
+989
| New | +$20K | ﹤0.01% | 594 |
|