CPWM LLC’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 | $416K | Buy |
14,760
+32
| +0.2% | +$902 | 0.04% | 219 |
|
|
2022
Q2 | $389K | Hold |
14,728
| – | – | 0.03% | 265 |
|
|
2022
Q1 | $463K | Buy |
14,728
+43
| +0.3% | +$1.35K | 0.03% | 222 |
|
|
2021
Q4 | $521K | Hold |
14,685
| – | – | 0.04% | 216 |
|
|
2021
Q3 | $521K | Buy |
14,685
+38
| +0.3% | +$1.35K | 0.05% | 176 |
|
|
2021
Q2 | $479K | Sell |
14,647
-14,190
| -49% | -$464K | 0.04% | 198 |
|
|
2021
Q1 | $830K | Buy |
+28,837
| New | +$830K | 0.07% | 165 |
|