Veritable’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
Q2 | – | Sell |
-7,255
| Closed | -$230K | – | 909 |
|
|
2023
Q1 | $230K | Sell |
7,255
-771
| -10% | -$24.5K | ﹤0.01% | 783 |
|
|
2022
Q4 | $263K | Buy |
+8,026
| New | +$263K | ﹤0.01% | 696 |
|
|
2018
Q2 | – | Sell |
-11,710
| Closed | -$238K | – | 803 |
|
|
2018
Q1 | $238K | Buy |
+11,710
| New | +$238K | 0.01% | 691 |
|
|
2016
Q1 | – | Sell |
-26,789
| Closed | -$417K | – | 725 |
|
|
2015
Q4 | $417K | Sell |
26,789
-39,912
| -60% | -$621K | 0.01% | 504 |
|
|
2015
Q3 | $1.21M | Buy |
66,701
+72
| +0.1% | +$1.31K | 0.04% | 258 |
|
|
2015
Q2 | $1.45M | Buy |
66,629
+2,787
| +4% | +$60.6K | 0.04% | 237 |
|
|
2015
Q1 | $1.27M | Buy |
63,842
+699
| +1% | +$13.9K | 0.03% | 347 |
|
|
2014
Q4 | $1.27M | Buy |
63,143
+11,185
| +22% | +$224K | 0.03% | 351 |
|
|
2014
Q3 | $1.11M | Buy |
51,958
+7,102
| +16% | +$152K | 0.02% | 374 |
|
|
2014
Q2 | $1.05M | Buy |
44,856
+9,834
| +28% | +$231K | 0.02% | 400 |
|
|
2014
Q1 | $878K | Buy |
35,022
+1,639
| +5% | +$41.1K | 0.02% | 421 |
|
|
2013
Q4 | $847K | Buy |
33,383
+160
| +0.5% | +$4.06K | 0.02% | 423 |
|
|
2013
Q3 | $810K | Buy |
33,223
+10,972
| +49% | +$268K | 0.02% | 433 |
|
|
2013
Q2 | $522K | Buy |
+22,251
| New | +$522K | 0.01% | 552 |
|