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SWP
Stratos Wealth Partners’s
Jefferies Financial Group
JEF
Stock Holding History
Stratos Wealth Partners’s Portfolio
JEF Stock Details
JEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-7,364
Closed
-$366K
–
1487
2024
Q2
$366K
Hold
7,364
–
–
0.01%
1018
2024
Q1
$325K
Sell
7,364
-170
-2%
-$7.08K
0.01%
1071
2023
Q4
$304K
Sell
7,534
-245
-3%
-$8.67K
0.01%
1075
2023
Q3
$285K
Sell
7,779
-340
-4%
-$12.2K
0.01%
1036
2023
Q2
$269K
Sell
8,119
-1,024
-11%
-$32K
0.01%
1000
2023
Q1
$290K
Sell
9,143
-1,098
-11%
-$39.7K
0.01%
885
2022
Q4
$336K
Sell
10,241
-22
-0.2%
-$731
0.01%
853
2022
Q3
$289K
Buy
+10,263
New
+$311K
0.01%
882
2018
Q4
–
Sell
-608
Closed
-$12K
–
1677
2018
Q3
$12K
Buy
+608
New
+$12.7K
﹤0.01%
2094
2018
Q2
–
Sell
-1,574
Closed
-$32K
–
1800
2018
Q1
$32K
Sell
1,574
-4,571
-74%
-$104K
﹤0.01%
1810
2017
Q4
$146K
Buy
+6,145
New
+$142K
0.01%
1001
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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