Karp Capital Management’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
Q2 | – | Sell |
-132,756
| Closed | -$4.17M | – | 155 |
|
|
2022
Q1 | $4.17M | Sell |
132,756
-43,929
| -25% | -$1.38M | 0.61% | 59 |
|
|
2021
Q4 | $6.55M | Buy |
176,685
+23,819
| +16% | +$884K | 0.82% | 51 |
|
|
2021
Q3 | $5.43M | Buy |
152,866
+14,925
| +11% | +$530K | 0.76% | 53 |
|
|
2021
Q2 | $4.51M | Buy |
137,941
+10,260
| +8% | +$335K | 0.67% | 59 |
|
|
2021
Q1 | $3.67M | Buy |
+127,681
| New | +$3.67M | 0.66% | 60 |
|