PFS Investments’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
Q1 | – | Sell |
-104,706
| Closed | -$3.43M | – | 517 |
|
2022
Q4 | $3.43M | Buy |
104,706
+11,106
| +12% | +$364K | 0.06% | 235 |
|
2022
Q3 | $2.64K | Buy |
93,600
+9,251
| +11% | +$261 | 0.05% | 247 |
|
2022
Q2 | $2.23M | Buy |
84,349
+9,506
| +13% | +$251K | 0.04% | 259 |
|
2022
Q1 | $2.35M | Buy |
74,843
+8,813
| +13% | +$277K | 0.04% | 265 |
|
2021
Q4 | $2.45M | Buy |
66,030
+11,393
| +21% | +$423K | 0.05% | 256 |
|
2021
Q3 | $2.27M | Buy |
54,637
+18,567
| +51% | +$770K | 0.05% | 250 |
|
2021
Q2 | $1.1M | Buy |
36,070
+27,693
| +331% | +$845K | 0.03% | 294 |
|
2021
Q1 | $241K | Buy |
+8,377
| New | +$241K | 0.01% | 333 |
|