Jefferies Financial Group’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
67,340
-219,630
| -77% | -$4.82M | 0.01% | 434 |
|
|
2025
Q1 | $7.69M | Sell |
286,970
-451,556
| -61% | -$12.1M | 0.07% | 141 |
|
|
2024
Q4 | $20.3M | Buy |
738,526
+625,819
| +555% | +$17.2M | 0.12% | 83 |
|
|
2024
Q3 | $2.85M | Buy |
+112,707
| New | +$2.85M | 0.02% | 328 |
|
|
2024
Q2 | – | Sell |
-125,900
| Closed | -$2.23M | – | 1186 |
|
|
2024
Q1 | $2.23M | Buy |
+125,900
| New | +$2.23M | 0.02% | 379 |
|