Arete Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-76,381
| Closed | -$1.66M | – | 145 |
|
|
2015
Q2 | $1.66M | Buy |
76,381
+200
| +0.3% | +$4.35K | 1.12% | 19 |
|
|
2015
Q1 | $1.52M | Sell |
76,181
-32,512
| -30% | -$649K | 0.98% | 17 |
|
|
2014
Q4 | $2.18M | Buy |
108,693
+12,534
| +13% | +$252K | 1.54% | 7 |
|
|
2014
Q3 | $2.05M | Buy |
96,159
+57,451
| +148% | +$1.23M | 1.55% | 14 |
|
|
2014
Q2 | $909K | Buy |
38,708
+17,652
| +84% | +$415K | 0.71% | 36 |
|
|
2014
Q1 | $528K | Sell |
21,056
-890
| -4% | -$22.3K | 0.49% | 53 |
|
|
2013
Q4 | $557K | Buy |
+21,946
| New | +$557K | 0.55% | 48 |
|