TBH Global Asset Management’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
Q1 | – | Sell |
-47,412
| Closed | -$1.55M | – | 208 |
|
|
2022
Q4 | $1.55M | Sell |
47,412
-2,015
| -4% | -$66K | 0.38% | 56 |
|
|
2022
Q3 | $1.39M | Sell |
49,427
-1,469
| -3% | -$41.4K | 0.36% | 57 |
|
|
2022
Q2 | $1.34M | Sell |
50,896
-1,310
| -3% | -$34.6K | 0.32% | 63 |
|
|
2022
Q1 | $1.64M | Buy |
+52,206
| New | +$1.64M | 0.35% | 62 |
|
|
2020
Q2 | – | Sell |
-21,696
| Closed | -$284K | – | 164 |
|
|
2020
Q1 | $284K | Buy |
21,696
+2,092
| +11% | +$27.4K | 0.12% | 123 |
|
|
2019
Q4 | $401K | Buy |
+19,604
| New | +$401K | 0.12% | 119 |
|