Western Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,184
| Closed | -$504K | – | 704 |
|
|
2024
Q3 | $504K | Buy |
+8,184
| New | +$504K | 0.03% | 465 |
|
|
2024
Q1 | – | Sell |
-8,807
| Closed | -$356K | – | 678 |
|
|
2023
Q4 | $356K | Sell |
8,807
-3,548
| -29% | -$143K | 0.03% | 504 |
|
|
2023
Q3 | $453K | Sell |
12,355
-1,052
| -8% | -$38.5K | 0.04% | 409 |
|
|
2023
Q2 | $445K | Buy |
13,407
+130
| +1% | +$4.31K | 0.04% | 401 |
|
|
2023
Q1 | $421K | Sell |
13,277
-502
| -4% | -$15.9K | 0.04% | 412 |
|
|
2022
Q4 | $452K | Sell |
13,779
-982
| -7% | -$32.2K | 0.05% | 359 |
|
|
2022
Q3 | $480K | Buy |
14,761
+667
| +5% | +$21.7K | 0.03% | 498 |
|
|
2022
Q2 | $380K | Sell |
14,094
-108
| -0.8% | -$2.91K | 0.02% | 540 |
|
|
2022
Q1 | $446K | Buy |
+14,202
| New | +$446K | 0.02% | 561 |
|