Delta Investment Management’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 |
-11,698
| Closed | -$367K | – | 148 |
|
|
2022
Q1 | $367K | Buy |
11,698
+1,046
| +10% | +$32.8K | 0.11% | 98 |
|
|
2021
Q4 | $395K | Sell |
10,652
-3,137
| -23% | -$116K | 0.11% | 119 |
|
|
2021
Q3 | $489K | Sell |
13,789
-2,092
| -13% | -$74.2K | 0.15% | 100 |
|
|
2021
Q2 | $519K | Sell |
15,881
-1,099
| -6% | -$35.9K | 0.15% | 100 |
|
|
2021
Q1 | $489K | Sell |
16,980
-414
| -2% | -$11.9K | 0.16% | 96 |
|
|
2020
Q4 | $409K | Hold |
17,394
| – | – | 0.13% | 115 |
|
|
2020
Q3 | $299K | Sell |
17,394
-5,231
| -23% | -$89.9K | 0.16% | 91 |
|
|
2020
Q2 | $336K | Buy |
+22,625
| New | +$336K | 0.14% | 101 |
|