American Research & Management Company’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-314
| Closed | -$5K | – | 365 |
|
|
2020
Q2 | $5K | Hold |
314
| – | – | ﹤0.01% | 295 |
|
|
2020
Q1 | $4K | Buy |
+314
| New | +$4K | ﹤0.01% | 286 |
|
|
2018
Q2 | – | Sell |
-335
| Closed | -$7K | – | 334 |
|
|
2018
Q1 | $7K | Hold |
335
| – | – | ﹤0.01% | 313 |
|
|
2017
Q4 | $8K | Hold |
335
| – | – | ﹤0.01% | 310 |
|
|
2017
Q3 | $8K | Hold |
335
| – | – | ﹤0.01% | 280 |
|
|
2017
Q2 | $8K | Hold |
335
| – | – | ﹤0.01% | 272 |
|
|
2017
Q1 | $8K | Sell |
335
-314
| -48% | -$7.5K | ﹤0.01% | 262 |
|
|
2016
Q4 | $14K | Hold |
649
| – | – | ﹤0.01% | 252 |
|
|
2016
Q3 | $11K | Hold |
649
| – | – | ﹤0.01% | 272 |
|
|
2016
Q2 | $10K | Sell |
649
-8,043
| -93% | -$124K | ﹤0.01% | 261 |
|
|
2016
Q1 | $126K | Sell |
8,692
-19,507
| -69% | -$283K | 0.05% | 115 |
|
|
2015
Q4 | $439K | Sell |
28,199
-52,625
| -65% | -$819K | 0.19% | 81 |
|
|
2015
Q3 | $1.47M | Sell |
80,824
-15,048
| -16% | -$273K | 0.64% | 49 |
|
|
2015
Q2 | $2.08M | Sell |
95,872
-9,512
| -9% | -$207K | 0.85% | 39 |
|
|
2015
Q1 | $2.1M | Sell |
105,384
-20,885
| -17% | -$417K | 0.86% | 37 |
|
|
2014
Q4 | $2.53M | Sell |
126,269
-49,537
| -28% | -$994K | 0.93% | 39 |
|
|
2014
Q3 | $3.75M | Sell |
175,806
-3,798
| -2% | -$81.1K | 1.35% | 27 |
|
|
2014
Q2 | $4.22M | Sell |
179,604
-3,683
| -2% | -$86.4K | 1.46% | 24 |
|
|
2014
Q1 | $4.59M | Sell |
183,287
-6,202
| -3% | -$155K | 1.63% | 20 |
|
|
2013
Q4 | $4.81M | Sell |
189,489
-3,671
| -2% | -$93.1K | 1.72% | 17 |
|
|
2013
Q3 | $4.71M | Sell |
193,160
-977
| -0.5% | -$23.8K | 1.87% | 16 |
|
|
2013
Q2 | $4.56M | Buy |
+194,137
| New | +$4.56M | 1.83% | 17 |
|