SMH Capital Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,404
| Closed | -$319K | – | 49 |
|
2024
Q2 | $319K | Sell |
6,404
-452
| -7% | -$22.5K | 0.98% | 23 |
|
2024
Q1 | $302K | Sell |
6,856
-113
| -2% | -$4.98K | 0.81% | 26 |
|
2023
Q4 | $282K | Sell |
6,969
-189
| -3% | -$7.64K | 0.61% | 21 |
|
2023
Q3 | $262K | Sell |
7,158
-509
| -7% | -$18.6K | 0.61% | 20 |
|
2023
Q2 | $254K | Sell |
7,667
-173
| -2% | -$5.73K | 0.55% | 34 |
|
2023
Q1 | $251K | Sell |
7,840
-711
| -8% | -$22.8K | 1.49% | 31 |
|
2022
Q4 | $280K | Sell |
8,551
-2
| -0% | -$66 | 0.41% | 40 |
|
2022
Q3 | $241K | Sell |
8,553
-5
| -0.1% | -$141 | 0.36% | 39 |
|
2022
Q2 | $226K | Buy |
8,558
+6
| +0.1% | +$158 | 0.3% | 46 |
|
2022
Q1 | $269K | Buy |
+8,552
| New | +$269K | 0.44% | 37 |
|