Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-157
| Closed | -$4K | – | 1195 |
|
|
2022
Q2 | $4K | Hold |
157
| – | – | ﹤0.01% | 1554 |
|
|
2022
Q1 | $5K | Hold |
157
| – | – | ﹤0.01% | 1614 |
|
|
2021
Q4 | $6K | Sell |
157
-118
| -43% | -$4.51K | ﹤0.01% | 1654 |
|
|
2021
Q3 | $10K | Hold |
275
| – | – | ﹤0.01% | 1480 |
|
|
2021
Q2 | $9K | Hold |
275
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q1 | $8K | Buy |
275
+118
| +75% | +$3.43K | ﹤0.01% | 1427 |
|
|
2020
Q4 | $4K | Hold |
157
| – | – | ﹤0.01% | 1484 |
|
|
2020
Q3 | $3K | Hold |
157
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q2 | $2K | Hold |
157
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q1 | $2K | Hold |
157
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q4 | $3K | Hold |
157
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q3 | $3K | Sell |
157
-11
| -7% | -$210 | ﹤0.01% | 1026 |
|
|
2019
Q2 | $3K | Hold |
168
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q1 | $3K | Hold |
168
| – | – | ﹤0.01% | 948 |
|
|
2018
Q4 | $3K | Hold |
168
| – | – | ﹤0.01% | 791 |
|
|
2018
Q3 | $3K | Buy |
+168
| New | +$3K | ﹤0.01% | 815 |
|