Jefferies Financial Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+8,490
| New | +$205K | ﹤0.01% | 857 |
|
|
2024
Q3 | – | Sell |
-29,814
| Closed | -$485K | – | 1400 |
|
|
2024
Q2 | $485K | Buy |
+29,814
| New | +$485K | 0.01% | 750 |
|
|
2024
Q1 | – | Sell |
-12,097
| Closed | -$495K | – | 1543 |
|
|
2023
Q4 | $495K | Buy |
12,097
+6,417
| +113% | +$262K | ﹤0.01% | 861 |
|
|
2023
Q3 | $178K | Buy |
+5,680
| New | +$178K | ﹤0.01% | 949 |
|
|
2023
Q2 | – | Sell |
-9,015
| Closed | -$292K | – | 1465 |
|
|
2023
Q1 | $292K | Sell |
9,015
-57,431
| -86% | -$1.86M | ﹤0.01% | 839 |
|
|
2022
Q4 | $1.9M | Buy |
+66,446
| New | +$1.9M | 0.01% | 376 |
|