Mark Sheptoff Financial Planning’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
Q1
Sell
-3,033
Closed -$113K 460
2021
Q4
$113K Buy
3,033
+1,569
+107% +$58.5K 0.05% 132
2021
Q3
$52K Buy
+1,464
New +$52K 0.03% 178