SteelPeak Wealth’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-32,680
| Closed | -$922K | – | 424 |
|
|
2022
Q3 | $922K | Sell |
32,680
-460
| -1% | -$13K | 0.07% | 173 |
|
|
2022
Q2 | $875K | Sell |
33,140
-48,921
| -60% | -$1.29M | 0.06% | 179 |
|
|
2022
Q1 | $2.58M | Buy |
82,061
+41,856
| +104% | +$1.31M | 0.15% | 101 |
|
|
2021
Q4 | $1.49M | Sell |
40,205
-10,463
| -21% | -$388K | 0.08% | 134 |
|
|
2021
Q3 | $1.8M | Sell |
50,668
-6,608
| -12% | -$235K | 0.12% | 110 |
|
|
2021
Q2 | $1.87M | Buy |
+57,276
| New | +$1.87M | 0.13% | 113 |
|