AMP Capital Investors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,063
| Closed | -$535K | – | 595 |
|
|
2021
Q3 | $535K | Hold |
15,063
| – | – | ﹤0.01% | 943 |
|
|
2021
Q2 | $493K | Hold |
15,063
| – | – | ﹤0.01% | 977 |
|
|
2021
Q1 | $433K | Hold |
15,063
| – | – | ﹤0.01% | 1021 |
|
|
2020
Q4 | $347K | Hold |
15,063
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q3 | $258K | Sell |
15,063
-53,921
| -78% | -$924K | ﹤0.01% | 1089 |
|
|
2020
Q2 | $998K | Sell |
68,984
-8,378
| -11% | -$121K | 0.01% | 819 |
|
|
2020
Q1 | $1.04M | Sell |
77,362
-26,614
| -26% | -$356K | 0.01% | 782 |
|
|
2019
Q4 | $2.12M | Buy |
103,976
+13,959
| +16% | +$285K | 0.01% | 754 |
|
|
2019
Q3 | $1.53M | Buy |
90,017
+917
| +1% | +$15.6K | 0.01% | 802 |
|
|
2019
Q2 | $1.51M | Hold |
89,100
| – | – | 0.01% | 825 |
|
|
2019
Q1 | $1.5M | Sell |
89,100
-2,090
| -2% | -$35.3K | 0.01% | 802 |
|
|
2018
Q4 | $1.42M | Sell |
91,190
-1,936
| -2% | -$30.2K | 0.01% | 783 |
|
|
2018
Q3 | $1.83M | Sell |
93,126
-16,625
| -15% | -$327K | 0.01% | 774 |
|
|
2018
Q2 | $2.23M | Hold |
109,751
| – | – | 0.01% | 740 |
|
|
2018
Q1 | $2.21M | Sell |
109,751
-109,089
| -50% | -$2.19M | 0.01% | 738 |
|
|
2017
Q4 | $5.19M | Sell |
218,840
-18,088
| -8% | -$429K | 0.03% | 528 |
|
|
2017
Q3 | $5.36M | Buy |
236,928
+29,604
| +14% | +$669K | 0.03% | 507 |
|
|
2017
Q2 | $4.85M | Buy |
207,324
+90,710
| +78% | +$2.12M | 0.03% | 521 |
|
|
2017
Q1 | $2.74M | Buy |
116,614
+8,379
| +8% | +$197K | 0.02% | 681 |
|
|
2016
Q4 | $2.25M | Sell |
108,235
-2,608
| -2% | -$54.2K | 0.01% | 711 |
|
|
2016
Q3 | $1.86M | Sell |
110,843
-7,037
| -6% | -$118K | 0.01% | 743 |
|
|
2016
Q2 | $1.76M | Buy |
117,880
+13,517
| +13% | +$202K | 0.01% | 731 |
|
|
2016
Q1 | $1.49M | Buy |
104,363
+4,803
| +5% | +$68.5K | 0.01% | 763 |
|
|
2015
Q4 | $1.52M | Sell |
99,560
-2,904
| -3% | -$44.5K | 0.01% | 768 |
|
|
2015
Q3 | $1.84M | Buy |
102,464
+17,020
| +20% | +$306K | 0.01% | 716 |
|
|
2015
Q2 | $1.84M | Hold |
85,444
| – | – | 0.01% | 740 |
|
|
2015
Q1 | $1.71M | Buy |
85,444
+2,235
| +3% | +$44.7K | 0.01% | 759 |
|
|
2014
Q4 | $1.69M | Hold |
83,209
| – | – | 0.01% | 772 |
|
|
2014
Q3 | $1.8M | Buy |
83,209
+4,306
| +5% | +$92.9K | 0.01% | 767 |
|
|
2014
Q2 | $1.85M | Buy |
78,903
+3,707
| +5% | +$86.7K | 0.01% | 763 |
|
|
2014
Q1 | $1.84M | Sell |
75,196
-126,697
| -63% | -$3.09M | 0.01% | 740 |
|
|
2013
Q4 | $5.11M | Sell |
201,893
-123,702
| -38% | -$3.13M | 0.04% | 499 |
|
|
2013
Q3 | $7.96M | Buy |
325,595
+185,801
| +133% | +$4.54M | 0.06% | 353 |
|
|
2013
Q2 | $3.23M | Buy |
+139,794
| New | +$3.23M | 0.03% | 598 |
|