CSat Investment Advisory’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,659
| Closed | -$29K | – | 747 |
|
|
2020
Q3 | $29K | Buy |
1,659
+206
| +14% | +$3.6K | ﹤0.01% | 769 |
|
|
2020
Q2 | $22K | Buy |
1,453
+742
| +104% | +$11.2K | ﹤0.01% | 807 |
|
|
2020
Q1 | $9K | Buy |
711
+115
| +19% | +$1.46K | ﹤0.01% | 938 |
|
|
2019
Q4 | $12K | Buy |
596
+73
| +14% | +$1.47K | ﹤0.01% | 933 |
|
|
2019
Q3 | $9K | Sell |
523
-4,063
| -89% | -$69.9K | ﹤0.01% | 954 |
|
|
2019
Q2 | $79K | Buy |
4,586
+1,174
| +34% | +$20.2K | 0.03% | 341 |
|
|
2019
Q1 | $57K | Buy |
3,412
+234
| +7% | +$3.91K | 0.03% | 152 |
|
|
2018
Q4 | $49K | Buy |
3,178
+1,674
| +111% | +$25.8K | 0.03% | 157 |
|
|
2018
Q3 | $30K | Buy |
1,504
+303
| +25% | +$6.04K | 0.02% | 173 |
|
|
2018
Q2 | $24K | Buy |
+1,201
| New | +$24K | 0.01% | 188 |
|