Petrus Trust Company’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,410
| Closed | -$518K | – | 667 |
|
|
2024
Q3 | $518K | Buy |
8,410
+68
| +0.8% | +$4.19K | 0.05% | 204 |
|
|
2024
Q2 | $415K | Buy |
+8,342
| New | +$415K | 0.04% | 301 |
|
|
2024
Q1 | – | Sell |
-8,170
| Closed | -$330K | – | 721 |
|
|
2023
Q4 | $330K | Buy |
+8,170
| New | +$330K | 0.03% | 394 |
|
|
2020
Q4 | – | Sell |
-11,033
| Closed | -$190K | – | 155 |
|
|
2020
Q3 | $190K | Buy |
+11,033
| New | +$190K | 0.02% | 210 |
|