Tacita Capital’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 |
-4,266
| Closed | -$113K | – | 195 |
|
|
2022
Q2 | $113K | Hold |
4,266
| – | – | 0.08% | 95 |
|
|
2022
Q1 | $134K | Hold |
4,266
| – | – | 0.08% | 94 |
|
|
2021
Q4 | $158K | Hold |
4,266
| – | – | 0.09% | 92 |
|
|
2021
Q3 | $151K | Hold |
4,266
| – | – | 0.09% | 92 |
|
|
2021
Q2 | $139K | Hold |
4,266
| – | – | 0.08% | 93 |
|
|
2021
Q1 | $123K | Hold |
4,266
| – | – | 0.08% | 102 |
|
|
2020
Q4 | $100K | Buy |
+4,266
| New | +$100K | 0.07% | 106 |
|