HAI
Hennessy Advisors Inc’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-472,700
| Closed | -$17.6M | – | 284 |
|
|
2021
Q3 | $17.6M | Sell |
472,700
-29,800
| -6% | -$1.11M | 1.05% | 15 |
|
|
2021
Q2 | $17.2M | Hold |
502,500
| – | – | 0.95% | 17 |
|
|
2021
Q1 | $15.1M | Sell |
502,500
-41,000
| -8% | -$1.23M | 0.88% | 25 |
|
|
2020
Q4 | $13.4M | Buy |
+543,500
| New | +$13.4M | 0.86% | 29 |
|