IAS
IMA Advisory Services’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-548
| Closed | -$18K | – | 328 |
|
|
2022
Q1 | $18K | Hold |
548
| – | – | ﹤0.01% | 212 |
|
|
2021
Q4 | $21K | Hold |
548
| – | – | ﹤0.01% | 214 |
|
|
2021
Q3 | $20K | Hold |
548
| – | – | ﹤0.01% | 200 |
|
|
2021
Q2 | $19K | Hold |
548
| – | – | ﹤0.01% | 204 |
|
|
2021
Q1 | $16K | Sell |
548
-769
| -58% | -$22.5K | ﹤0.01% | 215 |
|
|
2020
Q4 | $32K | Sell |
1,317
-61
| -4% | -$1.48K | 0.01% | 158 |
|
|
2020
Q3 | $25K | Buy |
1,378
+609
| +79% | +$11K | 0.01% | 167 |
|
|
2020
Q2 | $12K | Sell |
769
-101,602
| -99% | -$1.59M | ﹤0.01% | 197 |
|
|
2020
Q1 | $1.4M | Sell |
102,371
-33,182
| -24% | -$453K | 0.62% | 59 |
|
|
2019
Q4 | $2.9M | Sell |
135,553
-10,193
| -7% | -$218K | 1.08% | 35 |
|
|
2019
Q3 | $2.68M | Buy |
145,746
+12,355
| +9% | +$227K | 1.01% | 37 |
|
|
2019
Q2 | $2.57M | Buy |
133,391
+3,446
| +3% | +$66.3K | 0.96% | 43 |
|
|
2019
Q1 | $2.44M | Buy |
129,945
+63,464
| +95% | +$1.19M | 0.95% | 44 |
|
|
2018
Q4 | $1.15M | Buy |
66,481
+16,584
| +33% | +$288K | 0.54% | 67 |
|
|
2018
Q3 | $1.1M | Sell |
49,897
-2,706
| -5% | -$59.4K | 0.43% | 77 |
|
|
2018
Q2 | $1.2M | Sell |
52,603
-3,161
| -6% | -$71.9K | 0.5% | 74 |
|
|
2018
Q1 | $1.27M | Sell |
55,764
-1,431
| -3% | -$32.5K | 0.56% | 69 |
|
|
2017
Q4 | $1.52M | Sell |
57,195
-3,478
| -6% | -$92.1K | 0.68% | 60 |
|
|
2017
Q3 | $1.53M | Buy |
60,673
+274
| +0.5% | +$6.92K | 0.71% | 55 |
|
|
2017
Q2 | $1.58M | Sell |
60,399
-1,939
| -3% | -$50.7K | 0.76% | 47 |
|
|
2017
Q1 | $1.62M | Buy |
+62,338
| New | +$1.62M | 0.82% | 44 |
|