RG
Retirement Group’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.91M | Buy |
133,962
+458
| +0.3% | +$20.2K | 2.12% | 11 |
|
|
2023
Q4 | $5.39M | Buy |
133,504
+1,229
| +0.9% | +$49.7K | 2.18% | 11 |
|
|
2023
Q3 | $4.85M | Buy |
132,275
+2,989
| +2% | +$109K | 2.02% | 13 |
|
|
2023
Q2 | $4.29M | Buy |
129,286
+2,504
| +2% | +$83.1K | 1.78% | 14 |
|
|
2023
Q1 | $4.02M | Buy |
126,782
+20,660
| +19% | +$656K | 1.84% | 12 |
|
|
2022
Q4 | $3.64M | Buy |
106,122
+23,097
| +28% | +$792K | 1.76% | 12 |
|
|
2022
Q3 | $2.45M | Sell |
83,025
-48,750
| -37% | -$1.44M | 1.96% | 10 |
|
|
2022
Q2 | $3.64M | Buy |
131,775
+11,626
| +10% | +$321K | 1.51% | 12 |
|
|
2022
Q1 | $3.95M | Buy |
120,149
+20,014
| +20% | +$657K | 1.52% | 14 |
|
|
2021
Q4 | $3.89M | Buy |
100,135
+14,862
| +17% | +$577K | 1.7% | 12 |
|
|
2021
Q3 | $3.17M | Buy |
85,273
+6,544
| +8% | +$243K | 1.46% | 15 |
|
|
2021
Q2 | $2.69M | Buy |
78,729
+9,920
| +14% | +$339K | 1.3% | 16 |
|
|
2021
Q1 | $2.07M | Sell |
68,809
-12,907
| -16% | -$388K | 0.94% | 23 |
|
|
2020
Q4 | $2.01M | Buy |
81,716
+26,324
| +48% | +$648K | 0.92% | 28 |
|
|
2020
Q3 | $997K | Buy |
55,392
+216
| +0.4% | +$3.89K | 0.56% | 41 |
|
|
2020
Q2 | $858K | Buy |
+55,176
| New | +$858K | 0.53% | 42 |
|
|
2019
Q4 | $582K | Buy |
+27,232
| New | +$582K | 0.38% | 50 |
|