HWA
HHM Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3
| Closed | -$236 | – | 991 |
|
|
2024
Q4 | $236 | Buy |
+3
| New | +$236 | ﹤0.01% | 958 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$13K | – | 816 |
|
|
2022
Q1 | $13K | Buy |
400
+200
| +100% | +$6.5K | ﹤0.01% | 512 |
|
|
2021
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 532 |
|
|
2021
Q3 | – | Sell |
-900
| Closed | -$31K | – | 639 |
|
|
2021
Q2 | $31K | Buy |
900
+300
| +50% | +$10.3K | 0.01% | 350 |
|
|
2021
Q1 | $18K | Buy |
+600
| New | +$18K | 0.01% | 388 |
|