Sigma Planning Corp’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 |
-7,679
| Closed | -$244K | – | 1287 |
|
2023
Q1 | $244K | Sell |
7,679
-1,504
| -16% | -$47.7K | 0.01% | 1091 |
|
2022
Q4 | $301K | Sell |
9,183
-293
| -3% | -$9.6K | 0.01% | 968 |
|
2022
Q3 | $267K | Sell |
9,476
-765
| -7% | -$21.6K | 0.01% | 982 |
|
2022
Q2 | $270K | Sell |
10,241
-163
| -2% | -$4.3K | 0.01% | 1037 |
|
2022
Q1 | $327K | Buy |
10,404
+1,250
| +14% | +$39.3K | 0.01% | 1010 |
|
2021
Q4 | $340K | Buy |
+9,154
| New | +$340K | 0.01% | 1001 |
|
2021
Q3 | – | Sell |
-9,373
| Closed | -$306K | – | 1416 |
|
2021
Q2 | $306K | Buy |
+9,373
| New | +$306K | 0.01% | 1051 |
|