Raymond James Trust’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
Q3 | $870K | Sell |
14,135
-2,665
| -16% | -$164K | 0.02% | 546 |
|
|
2024
Q2 | $836K | Buy |
16,800
+317
| +2% | +$15.8K | 0.02% | 532 |
|
|
2024
Q1 | $727K | Buy |
16,483
+779
| +5% | +$34.4K | 0.02% | 562 |
|
|
2023
Q4 | $635K | Buy |
15,704
+1,548
| +11% | +$62.6K | 0.02% | 584 |
|
|
2023
Q3 | $519K | Buy |
14,156
+1,053
| +8% | +$38.6K | 0.02% | 612 |
|
|
2023
Q2 | $435K | Buy |
13,103
+4,080
| +45% | +$135K | 0.01% | 722 |
|
|
2023
Q1 | $286K | Buy |
+9,023
| New | +$286K | 0.01% | 890 |
|