Glassman Wealth Services’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 |
-25
| Closed | -$1.01K | – | 1011 |
|
|
2023
Q4 | $1.01K | Sell |
25
-1,822
| -99% | -$73.6K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $67.7K | Hold |
1,847
| – | – | 0.01% | 349 |
|
|
2023
Q2 | $61.3K | Sell |
1,847
-6
| -0.3% | -$199 | 0.01% | 356 |
|
|
2023
Q1 | $58.8K | Sell |
1,853
-85
| -4% | -$2.7K | 0.01% | 373 |
|
|
2022
Q4 | $63.5K | Buy |
1,938
+6
| +0.3% | +$197 | 0.01% | 366 |
|
|
2022
Q3 | $54K | Hold |
1,932
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $51K | Sell |
1,932
-11
| -0.6% | -$290 | 0.01% | 390 |
|
|
2022
Q1 | $61K | Sell |
1,943
-19
| -1% | -$597 | 0.01% | 359 |
|
|
2021
Q4 | $73K | Buy |
1,962
+27
| +1% | +$1.01K | 0.01% | 295 |
|
|
2021
Q3 | $69K | Buy |
1,935
+12
| +0.6% | +$428 | 0.01% | 298 |
|
|
2021
Q2 | $63K | Hold |
1,923
| – | – | 0.01% | 304 |
|
|
2021
Q1 | $55K | Hold |
1,923
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $45K | Hold |
1,923
| – | – | 0.01% | 353 |
|
|
2020
Q3 | $33K | Hold |
1,923
| – | – | 0.01% | 357 |
|
|
2020
Q2 | $29K | Buy |
1,923
+11
| +0.6% | +$166 | 0.01% | 330 |
|
|
2020
Q1 | $25K | Sell |
1,912
-21
| -1% | -$275 | 0.01% | 314 |
|
|
2019
Q4 | $39K | Hold |
1,933
| – | – | 0.01% | 288 |
|
|
2019
Q3 | $34K | Sell |
1,933
-8,839
| -82% | -$155K | 0.01% | 289 |
|
|
2019
Q2 | $185K | Buy |
10,772
+8,730
| +428% | +$150K | 0.07% | 112 |
|
|
2019
Q1 | $34K | Sell |
2,042
-1,325
| -39% | -$22.1K | 0.01% | 285 |
|
|
2018
Q4 | $52K | Hold |
3,367
| – | – | 0.03% | 189 |
|
|
2018
Q3 | $66K | Hold |
3,367
| – | – | 0.03% | 189 |
|
|
2018
Q2 | $69K | Buy |
3,367
+838
| +33% | +$17.2K | 0.03% | 162 |
|
|
2018
Q1 | $51K | Buy |
2,529
+2,012
| +389% | +$40.6K | 0.03% | 176 |
|
|
2017
Q4 | $12K | Buy |
517
+30
| +6% | +$696 | 0.01% | 311 |
|
|
2017
Q3 | $11K | Sell |
487
-2
| -0.4% | -$45 | 0.01% | 289 |
|
|
2017
Q2 | $11K | Hold |
489
| – | – | 0.01% | 291 |
|
|
2017
Q1 | $11K | Hold |
489
| – | – | 0.01% | 338 |
|
|
2016
Q4 | $10K | Buy |
489
+464
| +1,856% | +$9.49K | 0.01% | 368 |
|
|
2016
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 539 |
|