Denali 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-613
| Closed | -$24.8K | – | 471 |
|
|
2023
Q4 | $24.8K | Sell |
613
-212
| -26% | -$8.57K | 0.01% | 315 |
|
|
2023
Q3 | $30.2K | Hold |
825
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $27.4K | Buy |
+825
| New | +$27.4K | 0.01% | 321 |
|
|
2022
Q3 | – | Sell |
-941
| Closed | -$25K | – | 384 |
|
|
2022
Q2 | $25K | Buy |
941
+418
| +80% | +$11.1K | 0.01% | 283 |
|
|
2022
Q1 | $16K | Buy |
+523
| New | +$16K | 0.01% | 321 |
|
|
2014
Q2 | – | Sell |
-208,568
| Closed | -$5.23M | – | 279 |
|
|
2014
Q1 | $5.23M | Buy |
208,568
+42,451
| +26% | +$1.06M | 1.51% | 19 |
|
|
2013
Q4 | $4.21M | Buy |
166,117
+7,485
| +5% | +$190K | 1.32% | 26 |
|
|
2013
Q3 | $3.87M | Sell |
158,632
-11,395
| -7% | -$278K | 1.33% | 27 |
|
|
2013
Q2 | $3.99M | Buy |
+170,027
| New | +$3.99M | 1.49% | 18 |
|