Dana Investment Advisors’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
Q2 | – | Sell |
-12,306
| Closed | -$386K | – | 431 |
|
|
2022
Q1 | $386K | Sell |
12,306
-36,987
| -75% | -$1.16M | 0.02% | 288 |
|
|
2021
Q4 | $1.83M | Sell |
49,293
-1,160
| -2% | -$43K | 0.08% | 152 |
|
|
2021
Q3 | $1.79M | Sell |
50,453
-5,772
| -10% | -$205K | 0.08% | 143 |
|
|
2021
Q2 | $1.84M | Sell |
56,225
-4,498
| -7% | -$147K | 0.08% | 144 |
|
|
2021
Q1 | $1.75M | Sell |
60,723
-10,622
| -15% | -$306K | 0.08% | 157 |
|
|
2020
Q4 | $1.68M | Sell |
71,345
-3,470
| -5% | -$81.6K | 0.08% | 161 |
|
|
2020
Q3 | $1.29M | Buy |
+74,815
| New | +$1.29M | 0.07% | 171 |
|