Schubert & Co’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
Q2 | – | Sell |
-216
| Closed | -$6.86K | – | 778 |
|
|
2023
Q1 | $6.86K | Sell |
216
-10
| -4% | -$317 | 0.01% | 338 |
|
|
2022
Q4 | $7.4K | Buy |
226
+15
| +7% | +$491 | 0.01% | 290 |
|
|
2022
Q3 | $6K | Buy |
211
+106
| +101% | +$3.01K | 0.01% | 345 |
|
|
2022
Q2 | $3K | Buy |
105
+63
| +150% | +$1.8K | ﹤0.01% | 602 |
|
|
2022
Q1 | $1K | Sell |
42
-9
| -18% | -$214 | ﹤0.01% | 752 |
|
|
2021
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 385 |
|