Pin Oak Investment Advisors’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
Q1 | – | Sell |
-900
| Closed | -$36K | – | 468 |
|
|
2023
Q4 | $36K | Hold |
900
| – | – | 0.04% | 198 |
|
|
2023
Q3 | $33K | Hold |
900
| – | – | 0.04% | 197 |
|
|
2023
Q2 | $30K | Hold |
900
| – | – | 0.03% | 205 |
|
|
2023
Q1 | $29K | Sell |
900
-41
| -4% | -$1.32K | 0.04% | 200 |
|
|
2022
Q4 | $31K | Hold |
941
| – | – | 0.04% | 177 |
|
|
2022
Q3 | $27K | Hold |
941
| – | – | 0.03% | 182 |
|
|
2022
Q2 | $25K | Hold |
941
| – | – | 0.03% | 205 |
|
|
2022
Q1 | $30K | Hold |
941
| – | – | 0.03% | 211 |
|
|
2021
Q4 | $35K | Hold |
941
| – | – | 0.04% | 202 |
|
|
2021
Q3 | $33K | Hold |
941
| – | – | 0.04% | 201 |
|
|
2021
Q2 | $31K | Hold |
941
| – | – | 0.03% | 199 |
|
|
2021
Q1 | $27K | Hold |
941
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $22K | Hold |
941
| – | – | 0.02% | 257 |
|
|
2020
Q3 | $16K | Hold |
941
| – | – | 0.02% | 267 |
|
|
2020
Q2 | $14K | Hold |
941
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $12K | Buy |
+941
| New | +$12K | 0.01% | 273 |
|
|
2019
Q2 | – | Sell |
-470
| Closed | -$8K | – | 473 |
|
|
2019
Q1 | $8K | Buy |
+470
| New | +$8K | 0.01% | 348 |
|