Pathstone Family Office’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $230K | Buy |
+6,274
| New | +$230K | ﹤0.01% | 1430 |
|
|
2023
Q1 | – | Sell |
-38,549
| Closed | -$673K | – | 1359 |
|
|
2022
Q4 | $673K | Buy |
38,549
+18,838
| +96% | +$329K | 0.01% | 967 |
|
|
2022
Q3 | $555K | Buy |
+19,711
| New | +$555K | 0.01% | 1037 |
|
|
2021
Q1 | – | Sell |
-804
| Closed | -$19K | – | 986 |
|
|
2020
Q4 | $19K | Buy |
+804
| New | +$19K | ﹤0.01% | 700 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$1K | – | 522 |
|
|
2017
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 481 |
|