INVST’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,371
| Closed | -$306K | – | 176 |
|
|
2022
Q2 | $306K | Sell |
9,371
-317
| -3% | -$10.4K | 0.05% | 145 |
|
|
2022
Q1 | $297K | Buy |
9,688
+5
| +0.1% | +$153 | 0.05% | 149 |
|
|
2021
Q4 | $327K | Sell |
9,683
-3,888
| -29% | -$131K | 0.05% | 144 |
|
|
2021
Q3 | $482K | Sell |
13,571
-440
| -3% | -$15.6K | 0.08% | 113 |
|
|
2021
Q2 | $447K | Sell |
14,011
-794
| -5% | -$25.3K | 0.07% | 112 |
|
|
2021
Q1 | $460K | Sell |
14,805
-9,254
| -38% | -$288K | 0.08% | 113 |
|
|
2020
Q4 | $566K | Buy |
24,059
+3,888
| +19% | +$91.5K | 0.1% | 92 |
|
|
2020
Q3 | $348K | Buy |
20,171
+2,058
| +11% | +$35.5K | 0.08% | 107 |
|
|
2020
Q2 | $262K | Buy |
18,113
+3,598
| +25% | +$52K | 0.08% | 123 |
|
|
2020
Q1 | $172K | Buy |
+14,515
| New | +$172K | 0.07% | 103 |
|