Duality Advisers’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 |
-87,069
| Closed | -$3.52M | – | 671 |
|
|
2023
Q4 | $3.52M | Buy |
+87,069
| New | +$3.52M | 0.37% | 71 |
|
|
2022
Q2 | – | Sell |
-104,815
| Closed | -$3.29M | – | 729 |
|
|
2022
Q1 | $3.29M | Buy |
104,815
+22,480
| +27% | +$706K | 0.35% | 68 |
|
|
2021
Q4 | $3.05M | Buy |
82,335
+67,292
| +447% | +$2.5M | 0.33% | 100 |
|
|
2021
Q3 | $534K | Buy |
+15,043
| New | +$534K | 0.04% | 439 |
|
|
2021
Q2 | – | Sell |
-78,226
| Closed | -$2.25M | – | 635 |
|
|
2021
Q1 | $2.25M | Buy |
78,226
+37,262
| +91% | +$1.07M | 0.2% | 184 |
|
|
2020
Q4 | $963K | Buy |
+40,964
| New | +$963K | 0.07% | 353 |
|
|
2019
Q1 | – | Sell |
-37,100
| Closed | -$577K | – | 248 |
|
|
2018
Q4 | $577K | Buy |
+37,100
| New | +$577K | 0.03% | 189 |
|