Assured 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
Q2 | – | Sell |
-7,426
| Closed | -$125K | – | 435 |
|
|
2019
Q1 | $125K | Sell |
7,426
-100,983
| -93% | -$1.7M | ﹤0.01% | 853 |
|
|
2018
Q4 | $1.69M | Buy |
108,409
+11,448
| +12% | +$178K | 0.05% | 354 |
|
|
2018
Q3 | $1.91M | Sell |
96,961
-137,325
| -59% | -$2.7M | 0.03% | 404 |
|
|
2018
Q2 | $4.77M | Sell |
234,286
-46,133
| -16% | -$939K | 0.09% | 227 |
|
|
2018
Q1 | $5.71M | Buy |
280,419
+26,958
| +11% | +$549K | 0.13% | 178 |
|
|
2017
Q4 | $6.01M | Buy |
253,461
+176,647
| +230% | +$4.19M | 0.12% | 172 |
|
|
2017
Q3 | $1.74M | Sell |
76,814
-26,029
| -25% | -$588K | 0.04% | 312 |
|
|
2017
Q2 | $2.41M | Buy |
102,843
+97,739
| +1,915% | +$2.29M | 0.05% | 197 |
|
|
2017
Q1 | $119K | Sell |
5,104
-24,274
| -83% | -$566K | ﹤0.01% | 508 |
|
|
2016
Q4 | $611K | Buy |
+29,378
| New | +$611K | 0.01% | 372 |
|
|
2016
Q2 | – | Sell |
-48,947
| Closed | -$708K | – | 603 |
|
|
2016
Q1 | $708K | Buy |
48,947
+25,235
| +106% | +$365K | 0.02% | 228 |
|
|
2015
Q4 | $369K | Buy |
+23,712
| New | +$369K | 0.01% | 317 |
|