TFO 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
Q2 | – | Sell |
-14
| Closed | -$617 | – | 413 |
|
|
2024
Q1 | $617 | Hold |
14
| – | – | ﹤0.01% | 224 |
|
|
2023
Q4 | $566 | Hold |
14
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $464 | Hold |
14
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $464 | Hold |
14
| – | – | ﹤0.01% | 297 |
|
|
2023
Q1 | $444 | Buy |
14
+13
| +1,300% | +$412 | ﹤0.01% | 273 |
|
|
2022
Q4 | $120 | Buy |
+1
| New | +$120 | ﹤0.01% | 735 |
|