Allen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,344
| Closed | -$212K | – | 195 |
|
|
2019
Q2 | $212K | Hold |
12,344
| – | – | 0.01% | 194 |
|
|
2019
Q1 | $208K | Hold |
12,344
| – | – | 0.01% | 189 |
|
|
2018
Q4 | $192K | Hold |
12,344
| – | – | 0.01% | 157 |
|
|
2018
Q3 | $243K | Hold |
12,344
| – | – | 0.01% | 176 |
|
|
2018
Q2 | $251K | Hold |
12,344
| – | – | 0.01% | 171 |
|
|
2018
Q1 | $251K | Sell |
12,344
-10
| -0.1% | -$203 | 0.01% | 159 |
|
|
2017
Q4 | $293K | Hold |
12,354
| – | – | 0.01% | 153 |
|
|
2017
Q3 | $279K | Sell |
12,354
-1,639
| -12% | -$37K | 0.01% | 193 |
|
|
2017
Q2 | $328K | Buy |
+13,993
| New | +$328K | 0.02% | 189 |
|