Sculati Wealth Management’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 |
-10,330
| Closed | -$328K | – | 110 |
|
|
2023
Q1 | $328K | Sell |
10,330
-6,803
| -40% | -$216K | 0.17% | 84 |
|
|
2022
Q4 | $562K | Sell |
17,133
-31,945
| -65% | -$1.05M | 0.32% | 74 |
|
|
2022
Q3 | $1.38M | Sell |
49,078
-1,475
| -3% | -$41.6K | 0.82% | 45 |
|
|
2022
Q2 | $1.34M | Buy |
50,553
+1,103
| +2% | +$29.1K | 0.76% | 49 |
|
|
2022
Q1 | $1.55M | Buy |
49,450
+4,645
| +10% | +$146K | 0.76% | 47 |
|
|
2021
Q4 | $1.66M | Buy |
44,805
+554
| +1% | +$20.6K | 0.8% | 39 |
|
|
2021
Q3 | $1.57M | Buy |
+44,251
| New | +$1.57M | 0.83% | 37 |
|