E
Ergoteles’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-47,679
| Closed | -$1.58M | – | 460 |
|
|
2023
Q2 | $1.58M | Sell |
47,679
-825,762
| -95% | -$27.4M | 0.08% | 336 |
|
|
2023
Q1 | $27.7M | Buy |
+873,441
| New | +$27.7M | 1.08% | 17 |
|
|
2022
Q4 | – | Sell |
-87,360
| Closed | -$2.58M | – | 1671 |
|
|
2022
Q3 | $2.58M | Buy |
+87,360
| New | +$2.58M | 0.09% | 218 |
|
|
2022
Q1 | – | Sell |
-5,268
| Closed | -$204K | – | 1429 |
|
|
2021
Q4 | $204K | Buy |
+5,268
| New | +$204K | 0.01% | 1021 |
|
|
2021
Q1 | – | Sell |
-139,800
| Closed | -$3.44M | – | 928 |
|
|
2020
Q4 | $3.44M | Buy |
139,800
+113,125
| +424% | +$2.78M | 0.11% | 184 |
|
|
2020
Q3 | $480K | Buy |
+26,675
| New | +$480K | 0.06% | 238 |
|