GW & Wade’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 | $440K | Buy |
+10,876
| New | +$440K | 0.01% | 308 |
|
|
2023
Q2 | – | Sell |
-9,228
| Closed | -$293K | – | 393 |
|
|
2023
Q1 | $293K | Sell |
9,228
-445
| -5% | -$14.1K | 0.01% | 318 |
|
|
2022
Q4 | $317K | Buy |
9,673
+426
| +5% | +$14K | 0.01% | 304 |
|
|
2022
Q3 | $261K | Buy |
9,247
+531
| +6% | +$15K | 0.01% | 316 |
|
|
2022
Q2 | $230K | Buy |
8,716
+204
| +2% | +$5.38K | 0.01% | 343 |
|
|
2022
Q1 | $267K | Buy |
8,512
+49
| +0.6% | +$1.54K | 0.01% | 328 |
|
|
2021
Q4 | $314K | Buy |
8,463
+36
| +0.4% | +$1.34K | 0.01% | 315 |
|
|
2021
Q3 | $299K | Sell |
8,427
-77
| -0.9% | -$2.73K | 0.01% | 311 |
|
|
2021
Q2 | $278K | Sell |
8,504
-4,178
| -33% | -$137K | 0.01% | 322 |
|
|
2021
Q1 | $365K | Buy |
+12,682
| New | +$365K | 0.02% | 260 |
|