Gillson Capital’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-285,641
| Closed | -$10.5M | – | 84 |
|
|
2023
Q3 | $10.5M | Sell |
285,641
-548,876
| -66% | -$20.1M | 0.78% | 47 |
|
|
2023
Q2 | $27.7M | Buy |
834,517
+452,039
| +118% | +$15M | 2.44% | 13 |
|
|
2023
Q1 | $12.1M | Buy |
382,478
+19,751
| +5% | +$627K | 1.01% | 35 |
|
|
2022
Q4 | $11.9M | Sell |
362,727
-110,779
| -23% | -$3.63M | 0.9% | 41 |
|
|
2022
Q3 | $13.4M | Buy |
473,506
+249,289
| +111% | +$7.03M | 1.23% | 26 |
|
|
2022
Q2 | $5.92M | Buy |
+224,217
| New | +$5.92M | 0.57% | 49 |
|
|
2021
Q4 | – | Sell |
-193,162
| Closed | -$6.86M | – | 262 |
|
|
2021
Q3 | $6.86M | Buy |
+193,162
| New | +$6.86M | 0.5% | 63 |
|