GW & Wade’s Jefferies Financial Group JEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$440K Buy
2023
Q2
Sell
2023
Q1
$293K Sell
2022
Q4
$317K Buy
2022
Q3
$261K Buy
2022
Q2
$230K Buy
2022
Q1
$267K Buy
2021
Q4
$314K Buy
2021
Q3
$299K Sell
2021
Q2
$278K Sell
2021
Q1
$365K Buy