TrinityPoint Wealth’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 Q2	–	Sell	-21,117	Closed	-$663K	–	298
2022 Q1	$663K	Buy	21,117 +1,469	+7%	+$46.1K	0.12%	145
2021 Q4	$729K	Buy	19,648 +176	+0.9%	+$6.53K	0.13%	138
2021 Q3	$691K	Buy	+19,472	New	+$691K	0.13%	138