Jefferies Financial Group’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
1,999
-3,479
| -64% | -$461K | ﹤0.01% | 807 |
|
|
2025
Q1 | $522K | Buy |
+5,478
| New | +$522K | ﹤0.01% | 831 |
|
|
2024
Q4 | – | Sell |
-2,579
| Closed | -$271K | – | 1230 |
|
|
2024
Q3 | $271K | Buy |
+2,579
| New | +$271K | ﹤0.01% | 887 |
|
|
2024
Q2 | – | Sell |
-7,609
| Closed | -$776K | – | 1091 |
|
|
2024
Q1 | $776K | Sell |
7,609
-291
| -4% | -$29.7K | 0.01% | 668 |
|
|
2023
Q4 | $860K | Sell |
7,900
-6,000
| -43% | -$654K | 0.01% | 692 |
|
|
2023
Q3 | $1.43M | Buy |
+13,900
| New | +$1.43M | 0.01% | 440 |
|
|
2023
Q2 | – | Sell |
-23,040
| Closed | -$2.26M | – | 1157 |
|
|
2023
Q1 | $2.26M | Buy |
+23,040
| New | +$2.26M | 0.02% | 360 |
|