CoreCap Advisors’s Jefferies Financial Group JEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-226
| Closed | -$12.1K | – | 2998 |
|
2025
Q1 | $12.1K | Sell |
226
-2,616
| -92% | -$140K | ﹤0.01% | 1735 |
|
2024
Q4 | $223K | Buy |
2,842
+200
| +8% | +$15.7K | 0.01% | 678 |
|
2024
Q3 | $163K | Buy |
+2,642
| New | +$163K | 0.01% | 750 |
|
2022
Q4 | $2.23K | Buy |
+68
| New | +$2.23K | ﹤0.01% | 1919 |
|
2022
Q3 | – | Sell |
-95
| Closed | -$3K | – | 1328 |
|
2022
Q2 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 1791 |
|
2022
Q1 | – | Sell |
-43
| Closed | -$2K | – | 1329 |
|
2021
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1964 |
|