Stonebridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$99.5K | – | 967 |
|
|
2023
Q2 | $99.5K | Hold |
3,000
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $95.2K | Sell |
3,000
-138
| -4% | -$4.38K | 0.01% | 283 |
|
|
2022
Q4 | $103K | Buy |
+3,138
| New | +$103K | 0.01% | 278 |
|
|
2021
Q3 | – | Sell |
-59
| Closed | -$2K | – | 1030 |
|
|
2021
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 942 |
|
|
2021
Q1 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 840 |
|