Valeo Financial Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-251
| Closed | -$7K | – | 1103 |
|
|
2021
Q1 | $7K | Hold |
251
| – | – | ﹤0.01% | 1376 |
|
|
2020
Q4 | $6K | Hold |
251
| – | – | ﹤0.01% | 1305 |
|
|
2020
Q3 | $4K | Hold |
251
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q2 | $4K | Hold |
251
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q1 | $3K | Hold |
251
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q4 | $5K | Hold |
251
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q3 | $4K | Sell |
251
-17
| -6% | -$271 | ﹤0.01% | 1235 |
|
|
2019
Q2 | $5K | Hold |
268
| – | – | ﹤0.01% | 1205 |
|
|
2019
Q1 | $5K | Hold |
268
| – | – | ﹤0.01% | 1160 |
|
|
2018
Q4 | $4K | Sell |
268
-1,257
| -82% | -$18.8K | ﹤0.01% | 1135 |
|
|
2018
Q3 | $29K | Buy |
1,525
+1,257
| +469% | +$23.9K | ﹤0.01% | 655 |
|
|
2018
Q2 | $6K | Hold |
268
| – | – | ﹤0.01% | 1081 |
|
|
2018
Q1 | $5K | Sell |
268
-46
| -15% | -$858 | ﹤0.01% | 1135 |
|
|
2017
Q4 | $7K | Buy |
314
+294
| +1,470% | +$6.55K | ﹤0.01% | 911 |
|
|
2017
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1198 |
|