Roosevelt Investment Group’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-22,574
| Closed | -$738K | – | 253 |
|
|
2021
Q2 | $738K | Sell |
22,574
-93
| -0.4% | -$3.04K | 0.04% | 149 |
|
|
2021
Q1 | $652K | Sell |
22,667
-941
| -4% | -$27.1K | 0.04% | 156 |
|
|
2020
Q4 | $555K | Sell |
23,608
-15,666
| -40% | -$368K | 0.04% | 159 |
|
|
2020
Q3 | $676K | Sell |
39,274
-23,986
| -38% | -$413K | 0.05% | 136 |
|
|
2020
Q2 | $940K | Buy |
63,260
+29,629
| +88% | +$440K | 0.09% | 77 |
|
|
2020
Q1 | $440K | Sell |
33,631
-1,088
| -3% | -$14.2K | 0.05% | 96 |
|
|
2019
Q4 | $709K | Sell |
34,719
-458
| -1% | -$9.35K | 0.07% | 85 |
|
|
2019
Q3 | $619K | Sell |
35,177
-2,024
| -5% | -$35.6K | 0.07% | 93 |
|
|
2019
Q2 | $640K | Sell |
37,201
-1,006
| -3% | -$17.3K | 0.07% | 88 |
|
|
2019
Q1 | $643K | Buy |
38,207
+1,240
| +3% | +$20.9K | 0.08% | 89 |
|
|
2018
Q4 | $574K | Buy |
+36,967
| New | +$574K | 0.06% | 124 |
|