DA
DCM Advisors’s Jefferies Financial Group JEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-26,091
| Closed | -$857K | – | 220 |
|
2022
Q1 | $857K | Sell |
26,091
-9,866
| -27% | -$324K | 0.3% | 88 |
|
2021
Q4 | $1.4M | Sell |
35,957
-11,495
| -24% | -$446K | 0.41% | 60 |
|
2021
Q3 | $1.76M | Sell |
47,452
-13,274
| -22% | -$493K | 0.68% | 31 |
|
2021
Q2 | $2.08M | Buy |
60,726
+144
| +0.2% | +$4.93K | 1.18% | 9 |
|
2021
Q1 | $1.82M | Sell |
60,582
-5,953
| -9% | -$179K | 1.06% | 10 |
|
2020
Q4 | $1.64M | Buy |
+66,535
| New | +$1.64M | 0.95% | 23 |
|