Stratos Wealth Partners’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 |
-7,364
| Closed | -$366K | – | 1487 |
|
|
2024
Q2 | $366K | Hold |
7,364
| – | – | 0.01% | 1018 |
|
|
2024
Q1 | $325K | Sell |
7,364
-170
| -2% | -$7.5K | 0.01% | 1071 |
|
|
2023
Q4 | $304K | Sell |
7,534
-245
| -3% | -$9.9K | 0.01% | 1075 |
|
|
2023
Q3 | $285K | Sell |
7,779
-340
| -4% | -$12.5K | 0.01% | 1036 |
|
|
2023
Q2 | $269K | Sell |
8,119
-1,024
| -11% | -$34K | 0.01% | 1000 |
|
|
2023
Q1 | $290K | Sell |
9,143
-1,098
| -11% | -$34.9K | 0.01% | 885 |
|
|
2022
Q4 | $336K | Sell |
10,241
-22
| -0.2% | -$721 | 0.01% | 853 |
|
|
2022
Q3 | $289K | Buy |
+10,263
| New | +$289K | 0.01% | 882 |
|
|
2018
Q4 | – | Sell |
-608
| Closed | -$12K | – | 1677 |
|
|
2018
Q3 | $12K | Buy |
+608
| New | +$12K | ﹤0.01% | 2094 |
|
|
2018
Q2 | – | Sell |
-1,574
| Closed | -$32K | – | 1800 |
|
|
2018
Q1 | $32K | Sell |
1,574
-4,571
| -74% | -$92.9K | ﹤0.01% | 1810 |
|
|
2017
Q4 | $146K | Buy |
+6,145
| New | +$146K | 0.01% | 1001 |
|