Sterling Investment Advisors (Pennsylvania)’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
Q3 | – | Sell |
-2,884
| Closed | -$76K | – | 308 |
|
|
2022
Q2 | $76K | Hold |
2,884
| – | – | 0.03% | 199 |
|
|
2022
Q1 | $91K | Hold |
2,884
| – | – | 0.03% | 200 |
|
|
2021
Q4 | $107K | Hold |
2,884
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $102K | Hold |
2,884
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $94K | Hold |
2,884
| – | – | 0.03% | 202 |
|
|
2021
Q1 | $83K | Sell |
2,884
-1,072
| -27% | -$30.9K | 0.03% | 199 |
|
|
2020
Q4 | $93K | Hold |
3,956
| – | – | 0.03% | 181 |
|
|
2020
Q3 | $68K | Hold |
3,956
| – | – | 0.03% | 197 |
|
|
2020
Q2 | $58K | Hold |
3,956
| – | – | 0.02% | 201 |
|
|
2020
Q1 | $51K | Hold |
3,956
| – | – | 0.03% | 189 |
|
|
2019
Q4 | $80K | Hold |
3,956
| – | – | 0.04% | 170 |
|
|
2019
Q3 | $70K | Sell |
3,956
-269
| -6% | -$4.76K | 0.04% | 181 |
|
|
2019
Q2 | $73K | Hold |
4,225
| – | – | 0.04% | 176 |
|
|
2019
Q1 | $71K | Hold |
4,225
| – | – | 0.04% | 180 |
|
|
2018
Q4 | $65K | Sell |
4,225
-559
| -12% | -$8.6K | 0.04% | 173 |
|
|
2018
Q3 | $94K | Buy |
+4,784
| New | +$94K | 0.05% | 160 |
|