SWA
Sutton Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23
| Closed | -$788 | – | 1185 |
|
|
2022
Q4 | $788 | Hold |
23
| – | – | ﹤0.01% | 1399 |
|
|
2022
Q3 | $679 | Buy |
23
+19
| +475% | +$561 | ﹤0.01% | 1402 |
|
|
2022
Q2 | $110 | Hold |
4
| – | – | ﹤0.01% | 1613 |
|
|
2022
Q1 | $131 | Sell |
4
-17
| -81% | -$557 | ﹤0.01% | 1599 |
|
|
2021
Q4 | $815 | Buy |
+21
| New | +$815 | ﹤0.01% | 1380 |
|
|
2019
Q2 | – | Sell |
-71
| Closed | -$1.33K | – | 1198 |
|
|
2019
Q1 | $1.33K | Buy |
71
+59
| +492% | +$1.11K | ﹤0.01% | 1092 |
|
|
2018
Q4 | $208 | Hold |
12
| – | – | ﹤0.01% | 1117 |
|
|
2018
Q3 | $264 | Hold |
12
| – | – | ﹤0.01% | 1115 |
|
|
2018
Q2 | $273 | Buy |
+12
| New | +$273 | ﹤0.01% | 1117 |
|