Jefferies Financial Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-445
| Closed | -$226K | – | 1520 |
|
|
2025
Q1 | $226K | Hold |
445
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q4 | $211K | Hold |
445
| – | – | ﹤0.01% | 1076 |
|
|
2024
Q3 | $219K | Sell |
445
-50
| -10% | -$24.6K | ﹤0.01% | 937 |
|
|
2024
Q2 | $229K | Buy |
+495
| New | +$229K | ﹤0.01% | 948 |
|
|
2024
Q1 | – | Sell |
-5,322
| Closed | -$2.28M | – | 1573 |
|
|
2023
Q4 | $2.28M | Buy |
+5,322
| New | +$2.28M | 0.01% | 427 |
|
|
2023
Q2 | – | Sell |
-12,107
| Closed | -$3.85M | – | 1492 |
|
|
2023
Q1 | $3.85M | Buy |
+12,107
| New | +$3.85M | 0.03% | 231 |
|