Advance Capital I’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-17,427
| Closed | -$271K | – | 145 |
|
|
2015
Q4 | $271K | Sell |
17,427
-1,899
| -10% | -$29.5K | 0.26% | 132 |
|
|
2015
Q3 | $350K | Buy |
+19,326
| New | +$350K | 0.29% | 150 |
|
|
2015
Q2 | – | Sell |
-44,127
| Closed | -$880K | – | 231 |
|
|
2015
Q1 | $880K | Sell |
44,127
-335
| -0.8% | -$6.68K | 0.55% | 94 |
|
|
2014
Q4 | $892K | Sell |
44,462
-21,002
| -32% | -$421K | 0.47% | 119 |
|
|
2014
Q3 | $1.4M | Hold |
65,464
| – | – | 0.68% | 93 |
|
|
2014
Q2 | $1.54M | Buy |
+65,464
| New | +$1.54M | 0.72% | 95 |
|