Wright Investors Service’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
Q1 | – | Sell |
-30,672
| Closed | -$1.01M | – | 154 |
|
|
2022
Q4 | $1.01M | Hold |
30,672
| – | – | 0.29% | 95 |
|
|
2022
Q3 | $865K | Buy |
30,672
+7,726
| +34% | +$218K | 0.27% | 96 |
|
|
2022
Q2 | $606K | Sell |
22,946
-1,099
| -5% | -$29K | 0.17% | 115 |
|
|
2022
Q1 | $756K | Buy |
24,045
+1,082
| +5% | +$34K | 0.19% | 112 |
|
|
2021
Q4 | $852K | Buy |
22,963
+8,782
| +62% | +$326K | 0.22% | 107 |
|
|
2021
Q3 | $503K | Buy |
+14,181
| New | +$503K | 0.14% | 125 |
|
|
2021
Q2 | – | Sell |
-67,584
| Closed | -$1.95M | – | 146 |
|
|
2021
Q1 | $1.95M | Buy |
67,584
+35,212
| +109% | +$1.01M | 0.59% | 59 |
|
|
2020
Q4 | $762K | Buy |
+32,372
| New | +$762K | 0.26% | 101 |
|